Unclaimed
Kurt Killingsworth is an investment advisor representative with Steward Partners Investment Advisory, LLC. Kurt Killingsworth is also registered with the state(s) of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Utah, Vermont and Virginia. Kurt Killingsworth has been in the securities industry since August 31, 1994.
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 07/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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