Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Maurillo is a financial advisor with over 20 years of experience in the industry. Kurt is currently registered with Wells Fargo Advisors Financial Network, LLC in Fort Myers, FL. Kurt is a CERTIFIED FINANCIAL PLANNER™ professional. Kurt has a wide range of experience, having previously been registered with Morgan Stanley DW Inc. and Wells Fargo Clearing Services, LLC. Kurt holds the Series 7, 31, and 66 securities licenses and the SIE. Kurt specializes in providing investment advice and financial planning services to individuals, families, and businesses. Kurt's commitment to providing clients with personalized service and sound financial advice has earned him a reputation as a trusted advisor in the community.
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.
Investment consulting services to institutional clients
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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2
FL
07/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Myers FL)
FL
09/06/2005 - 07/20/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
NY
07/31/2002 - 09/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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