Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt John Killingsworth is an Investment Advisor Representative registered with Steward Partners Investment Advisory, LLC. Kurt has over 28 years of experience in the financial services industry. Kurt is also a registered Investment Advisor Representative in Florida, Louisiana, North Carolina and Texas. Kurt is Series 6, 7, 63, 66 and 26 licensed. He has a long and successful history of working with clients in the financial services industry. Kurt has worked at several well-known firms, including SunTrust Investment Services, Inc., Morgan Stanley, Liberty Securities Corporation, and Investcorp, Inc. Kurt is also a Registered Representative of Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Kurt is a highly experienced financial advisor committed to providing personalized financial advice to his clients. He is committed to helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NC
01/27/2023 - Present
Steward Partners Investment Advisory, LLC (Hendersonville NC)
SC
08/12/2011 - 02/17/2023
MORGAN STANLEY (Charleston SC)
FL
09/08/2004 - 08/17/2011
SUNTRUST INVESTMENT SERVICES, INC. (NEWBERRY FL)
AL
07/27/1999 - 08/23/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NY
08/23/1999 - 04/10/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
FL
03/18/1998 - 08/02/1999
INVESTACORP, INC. (MIAMI FL)
NY
08/17/1994 - 04/14/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/17/1994 - 04/14/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 7/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/9/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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