Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Coalmer is a financial advisor currently registered with Equitable Advisors, LLC. Kurt has been in the financial industry since 2009 and has extensive experience in providing investment advice. Kurt is registered with the states of Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Minnesota, Mississippi, Missouri, Nevada, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Kurt's registration history includes previous roles at Jackson National Life Distributors LLC, Curian Clearing, LLC, and AXA Advisors, LLC. Kurt holds Series 66, Series 7, and SIE licenses. In addition to his financial advisor role, Kurt serves as an executor of an estate for a family member.
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
TN
12/17/2020 - Present
Equitable Advisors, LLC (FRANKLIN TN)
TN
12/01/2014 - 04/03/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
04/23/2013 - 02/24/2015
CURIAN CLEARING, LLC (FRANKLIN TN)
TN
05/12/2009 - 04/03/2013
AXA ADVISORS, LLC (FRANKLIN TN)
BOTH
Issued 06/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Coalmer is the right advisor for you? Invested Better is here to help.
