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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 James Watkinson is a financial advisor registered with Alliancebernstein LP and has been in the industry since March 2015. Kurt is licensed in over 30 states as well as the District of Columbia. Kurt’s firm Alliancebernstein LP is a large firm with more than $50 billion in assets under management. The firm's specialties include asset allocation, portfolio management for individuals, investment companies and pooled investment vehicles. The firm provides advisory services for insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisers, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
03/12/2018 - Present
Alliancebernstein LP (Philadelphia PA)
IA
Issued 02/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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