Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Kowalski is a financial advisor with over 10 years of experience in the financial services industry. Kurt holds a Juris Doctor (JD) degree from the Widener University School of Law and has worked as an attorney for several years. Kurt is a registered representative of Raymond James Financial Services Advisors, Inc. and is licensed to sell securities in several states. Kurt's experience in both law and finance gives him a unique perspective on the financial needs of his clients. Kurt is dedicated to helping his clients reach their financial goals and providing them with personalized advice. Kurt is registered in 13 states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
04/27/2021 - Present
Raymond James Financial Services Advisors, Inc. (Bangor PA)
BOTH
Issued 04/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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