Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Jeffrey Spackman is a financial advisor who has been in the industry since May 15, 2013. Kurt is registered with LPL Financial LLC and holds Series 63, Series 65, Series 7, and SIE licenses. Kurt is also a Certified Financial Planner. Kurt has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Kurt's previous experience includes working with Securities America, Inc. and National Planning Corporation. Kurt is based in San Diego, California.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
12/15/2021 - Present
LPL Financial LLC (San Diego CA)
CA
10/16/2017 - 12/21/2021
SECURITIES AMERICA, INC. (ESCONDIDO CA)
CA
05/16/2013 - 10/24/2017
NATIONAL PLANNING CORPORATION (ESCONDIDO CA)
BC
Issued 05/29/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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