Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Britnell is a registered investment advisor with Concourse Financial Group Securities, Inc. Kurt has been in the securities industry since 1990. Kurt specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Kurt also holds securities licenses for Series 7, 24, 27, 53, 63, 99TO and SIE, and is a Certified Financial Planner. Kurt has previous employment experience with New England Securities, SunTrust Securities, Inc., AmSouth Investment Services, Inc., and SouthTrust Securities, Inc.. Kurt is currently registered with the state of Alabama.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
11/10/2011 - Present
Concourse Financial Group Securities, Inc. (Bessemer AL)
AL
07/01/1996 - 11/08/2011
NEW ENGLAND SECURITIES (BIRMINGHAM AL)
GA
11/09/1995 - 06/28/1996
SUNTRUST SECURITIES, INC. (ATLANTA GA)
AL
12/18/1992 - 06/13/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
03/30/1990 - 09/30/1992
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/09/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/05/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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