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 an investment advisor representative at Fidelity Personal And Workplace Advisors. Kurt has been in the industry since 1997. Kurt is registered with FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Kurt holds the Series 3, 7, 31, 55, and 63 licenses as well as the SIE and Series 65.
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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2
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 8/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/29/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/6/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 4/10/2008
Series 3 - National Commodity Futures Examination
BC
Issued 3/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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