Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Anderson is a financial advisor with over 30 years of experience in the financial services industry. Kurt Anderson is currently registered with D.a. Davidson & Co. in Port Angeles, Washington. Kurt Anderson previously worked with Citigroup Global Markets Inc. and Lehman Brothers Inc. Kurt Anderson has a wide range of experience in providing financial advice to individuals and businesses, including investment management, financial planning, and retirement planning.
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.
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.
1
2
WA
12/12/2008 - Present
D.a. Davidson & Co. (PORT ANGELES WA)
WA
07/31/1993 - 12/20/2008
CITIGROUP GLOBAL MARKETS INC. (PORT ANGELES WA)
NY
12/05/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kurt Anderson is the right advisor for you? Invested Better is here to help.
