Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt S Costa is a financial advisor who has been in the industry for over 10 years. Kurt has a Series 63, 65 and 66 license. Kurt is currently a registered Investment Advisor representative with Edelman Financial Engines in Providence, Rhode Island. Kurt has previously worked with N.E. PRIVATE CLIENT ADVISORS, LTD., TD AMERITRADE, INC., and CHARLES SCHWAB & CO., INC. Kurt specializes in Retirement Planning, College Savings Plans, Estate Planning, Insurance and Tax Planning. Kurt is also able to provide investment advice and guidance to individuals, families, and businesses.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
RI
05/08/2024 - Present
Edelman Financial Engines (Providence RI)
RI
06/15/2020 - 02/12/2024
N.E. PRIVATE CLIENT ADVISORS, LTD. (PROVIDENCE RI)
RI
09/29/2017 - 08/03/2018
TD AMERITRADE, INC. (PROVIDENCE RI)
RI
07/08/2013 - 09/20/2017
CHARLES SCHWAB & CO., INC. (PROVIDENCE RI)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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