Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Schluter is a financial advisor with over 8 years of experience in the industry. Kurt is registered with the state of Florida and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Kurt specializes in providing financial planning and portfolio management services to individuals and businesses. Kurt is currently employed with Schwab Wealth Advisory, Inc. and has been with the firm since August 2016.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
BOTH
Issued 04/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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