Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt William Mattson is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Kurt is a registered representative (RA) in Georgia. Kurt is registered with the state of Georgia as an investment advisor (IA). Kurt has been in the financial services industry since January 19, 1997. Kurt has passed the Series 6, Series 7, and Series 66 examinations. He also holds a Series 63 license. Kurt is currently registered to conduct business in 29 states. Kurt is affiliated with Northwestern Mutual Investment Services, LLC and also has other business affiliations.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
GA
02/09/2006 - Present
Northwestern Mutual Investment Services, LLC (ATLANTA GA)
WI
06/06/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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