Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Opella is a financial advisor with Cetera Investment Advisers LLC. Kurt has been in the financial services industry since 1994. Kurt is registered with the state of Kentucky and Texas. Kurt has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
NM
05/17/2000 - 06/12/2001
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
IL
03/06/2000 - 04/27/2000
CGI SECURITIES, INC. (MUNDELEIN IL)
IL
01/09/1999 - 01/31/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
TX
02/11/1994 - 05/19/1997
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 12/3/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/1/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/1995
Series 7 - General Securities Representative Examination
BC
Issued 2/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Opella is the right advisor for you? Invested Better is here to help.
