Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Larsen is an investment advisor representative with Wells Fargo Clearing Services, LLC. Kurtis has been in the financial services industry since 2008. Kurtis has held previous positions with E*TRADE SECURITIES LLC and Fidelity Brokerage Services LLC. Kurtis holds Series 7, 9, 63 and 66 licenses. Kurtis provides investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
UT
08/22/2024 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
11/11/2020 - 04/03/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
08/03/2020 - 10/12/2020
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
02/11/2008 - 09/07/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 08/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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