Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Sergiewich is a financial advisor with Cambridge Investment Research Advisors, Inc., and Axius Advisors LLC. Kurt has been in the industry since June 2019, and has been registered with the state of Missouri as an investment advisor representative and securities agent since March 2024. Kurt has also held registrations with the states of Kansas and Washington since April 2024. Kurt has a Series 63 and 65, and has passed the Series 6TO and SIE exams. Kurt is committed to providing financial planning, portfolio management, and educational seminars for a variety of clients, including individuals, businesses, and pension plans.
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.
Solicitation fees from 3rd party money managers
1
2
MO
03/04/2024 - Present
Cambridge Investment Research Advisors, Inc. (Saint Charles MO)
MO
02/07/2022 - 12/01/2023
CENTER STREET SECURITIES, INC. (Town and Country MO)
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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