Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Mohrman is a registered representative with Northwestern Mutual Investment Services, LLC. Kurt is licensed to provide investment advice in Massachusetts and holds a Series 7 and 66 license, along with the Securities Industry Essentials Examination (SIE). Kurt has over 16 years of experience in the financial industry and is committed to helping his clients achieve their financial goals. Kurt also provides referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MA
02/12/2016 - Present
Northwestern Mutual Investment Services, LLC (BRAINTREE MA)
NY
03/14/2005 - 03/04/2008
STR SPECIALISTS L.L.C. (NEW YORK NY)
NY
09/26/2003 - 05/25/2006
STR TRADING PARTNERS L.L.C. (NEW YORK NY)
NY
02/25/2005 - 03/08/2005
STR SPECIALISTS L.L.C. (NEW YORK NY)
BOTH
Issued 01/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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