Unclaimed
Kurt Minott is an investment advisor representative with Advisors Asset Management, Inc. with over 16 years of experience in the financial services industry. Kurt has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations and other businesses, investment companies, and pension and profit-sharing plans. Kurt has a strong track record of success in providing investment advice and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Supervisor/evaluator to unit investment trusts
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/09/2024 - Present
Advisors Asset Management, Inc. (Boca Raton FL)
FL
01/29/2020 - 09/03/2024
INSPEREX LLC (Delray Beach FL)
FL
09/25/2017 - 02/20/2018
PRUCO SECURITIES, LLC. (West Palm Beach FL)
CO
04/29/2010 - 10/20/2015
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CO
07/27/2006 - 07/27/2009
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
TN
02/28/2005 - 07/06/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NY
06/27/2001 - 05/09/2002
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
10/06/1999 - 07/14/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
09/29/1998 - 07/21/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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