Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Terrien is a financial advisor in ROCHESTER, MI with over 9 years of experience in the industry. Kurt Terrien is registered with Clarkston Capital Partners, LLC, and holds the Series 6, Series 63, Series 26, and Series 65 licenses. Kurt Terrien has worked for Clarkston Capital Partners, LLC since 2013, and also worked for ALPS DISTRIBUTORS, INC in DENVER, CO from 2015.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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MI
07/20/2017 - Present
Clarkston Capital Partners, LLC (ROCHESTER MI)
IA
Issued 07/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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