Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Akersten is a financial advisor with Fidelity Personal And Workplace Advisors, located in Merrimack, NH. Kurt has over 25 years of experience in the financial services industry and has held various roles at different firms, including Citigroup Global Markets Inc. and Deutsche Bank Securities Inc. Kurt is a licensed investment advisor representative (IAR) in New Jersey and Texas and has a broad range of experience in providing investment advice to individuals and businesses. Kurt's areas of expertise include financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
06/15/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NY
03/28/2017 - 07/02/2019
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
08/03/2016 - 07/02/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/10/2013 - 04/06/2016
BBVA SECURITIES INC. (NEW YORK NY)
NY
07/15/2010 - 10/05/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NJ
12/01/2009 - 07/06/2010
ICAP CORPORATES LLC (JERSEY CITY NJ)
NJ
03/26/2008 - 12/01/2009
ICAP SECURITIES USA LLC (JERSEY CITY NJ)
NY
10/13/1995 - 03/28/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
MO
05/21/1993 - 08/03/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/10/2008
Series 3 - National Commodity Futures Examination
BC
Issued 03/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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