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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Fellinger is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since 2011. Kurt has a broad range of experience in financial planning and portfolio management for both individuals and businesses. Kurt is registered with the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA). Kurt is also registered with the state of North Carolina and Utah as a Registered Investment Advisor. Kurt is committed to providing clients with personalized advice and customized investment solutions.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
04/29/2022 - Present
Wells Fargo Clearing Services, LLC (Davidson NC)
MO
08/12/2011 - 10/20/2011
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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