Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Laurence Seidman is a financial advisor with over 35 years of experience in the industry. Currently, Kurt is registered with Oppenheimer & Co. Inc. and has been with the firm since May 2018. Prior to joining Oppenheimer, Kurt was a financial advisor at Wells Fargo Clearing Services, LLC. Kurt specializes in financial planning, portfolio management, and retirement planning. Kurt provides investment advice for individuals, businesses, and pooled investment vehicles. Kurt holds Series 3, 7, 63, and 65 licenses and the SIE designation.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (WHITE PLAINS NY)
NY
01/01/2008 - 05/15/2018
WELLS FARGO CLEARING SERVICES, LLC (WHITE PLAINS NY)
NY
08/20/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WHITE PLAINS NY)
NY
07/31/1993 - 08/08/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
02/20/1986 - 07/31/1993
LEHMAN BROTHERS INC.
NY
09/23/1982 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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