Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Wilcomes is an investment professional with over two decades of experience in the financial services industry. He is currently a registered representative with Lazard Asset Management Securities LLC, a position Kurt has held since 2004. Prior to that, Kurt was a registered representative at Lazard Frères & Co. LLC and Lebenthal & Co., Inc. Kurt holds the Series 7, Series 63 and Series 99TO licenses, along with the SIE exam. He is registered in all 50 states and the District of Columbia.
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.
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.
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2
NY
04/01/2004 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
NY
11/08/1999 - 12/31/2002
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
07/01/1997 - 10/27/1999
LEBENTHAL & CO., INC. (NEW YORK NY)
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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