Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Masami Miyamura is a financial advisor with LPL Financial LLC. Kurt is registered in California and other states to provide investment advice and securities. Kurt began his career in the financial services industry in 2001 and has been with LPL Financial LLC since 2009. Kurt has worked for other firms including FSC Securities Corporation and Associated Securities Corp..
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.
Consulting and other non-discretionary advisory services
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.
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CA
09/08/2009 - Present
LPL Financial LLC (SAN RAMON CA)
CA
02/05/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (WALNUT CREEK CA)
CA
07/03/2001 - 02/06/2009
FSC SECURITIES CORPORATION (WALNUT CREEK CA)
IA
Issued 07/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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