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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Mortenson is a financial advisor at Keystone Private Wealth in Palm Desert, California. Kurt has been in the financial services industry since 1987, previously working with firms like World Equity Group, Purshe Kaplan Sterling Investments, and Morgan Stanley Smith Barney. Kurt is a Certified Financial Planner and holds Series 3, 7, 63, and 65 licenses. Kurt specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/02/2021 - Present
Keystone Private Wealth (PALM DESERT CA)
CA
05/01/2018 - 11/30/2018
PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)
CA
12/14/2009 - 05/15/2018
WORLD EQUITY GROUP, INC. (PALM DESERT CA)
CA
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (PALM DESERT CA)
CA
05/09/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALM DESERT CA)
NY
12/09/1992 - 05/23/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/15/1988 - 12/15/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/23/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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