Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Lippincott is a financial advisor with over 20 years of experience in the financial services industry. Kurt is registered with MML Investors Services, LLC and is based in Springfield, MA. Kurt has held previous roles at CNR Securities, LLC, Credit Suisse Securities (USA) LLC, UBS Financial Services Inc., and Lincoln Financial Advisors Corporation. Kurt has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients reach their financial goals. Kurt holds the Series 7, Series 24, and Series 66 licenses and is a Chartered Financial Analyst.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
09/21/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NY
09/09/2014 - 10/06/2021
CNR SECURITIES, LLC (NEW YORK NY)
NY
08/28/2003 - 09/10/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
10/25/2000 - 09/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IN
10/26/1999 - 05/23/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/26/1999 - 05/23/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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