Unclaimed
Kurt Camden has been in the financial services industry for over 20 years, starting his career in 2002. Kurt is currently registered with Cetera Investment Advisers LLC and Vantage Financial Group, Inc. as a Registered Representative and Investment Advisor Representative. Kurt has experience providing financial advice to individuals, businesses, and institutions. Kurt has a strong background in investment management, financial planning, and retirement planning. Kurt is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
OH
02/19/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
OH
06/17/2002 - 01/24/2013
FIRST INVESTORS CORPORATION (INDEPENDENCE OH)
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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