Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Schulz is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kurt has been in the industry since February 4, 2004. Kurt is registered with FINRA and has a Series 66, 7 and SIE license. Kurt has a total of 31 state registrations and four IA registrations. Kurt has experience with a wide variety of clients including high net worth individuals, corporations, insurance companies, and charitable organizations. Kurt also provides a range of services including portfolio management, investment advisory services, and educational seminars. In addition to Kurt's work with Merrill Lynch, Pierce, Fenner & Smith Inc., Kurt is also the owner of Thor and Schulz Enterprises, which is a commercial fishing business.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
03/25/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
BOTH
Issued 2/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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