Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Fechtmeyer is a financial professional with over 15 years of experience in the industry. Kurtis is currently registered with Northland Securities, Inc. Kurtis previously worked at Wood Warren & Co. Securities, LLC, Financial Telesis Inc, The Silverfern Group, Inc., FBR Capital Markets & CO., East Peak Advisors, LLC, and Pacific Growth Equities, LLC. Kurtis is a Series 7, Series 24, Series 63, Series 79, and SIE licensed professional. Kurtis has a special focus on working with high net worth individuals and pension and profit-sharing plans. Kurtis specializes in offering financial planning, research services, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research services
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.
Negotiated
1
2
MN
09/22/2015 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
CA
08/06/2015 - 09/29/2015
WOOD WARREN & CO. SECURITIES, LLC (SAN FRANCISCO CA)
CA
03/15/2013 - 09/23/2013
FINANCIAL TELESIS INC (OAKLAND CA)
CA
04/30/2010 - 03/07/2011
THE SILVERFERN GROUP, INC. (SAN FRANCISCO CA)
CA
03/10/2008 - 07/23/2009
FBR CAPITAL MARKETS & CO. (SAN FRANCISCO CA)
CA
11/22/2004 - 03/17/2008
EAST PEAK ADVISORS, LLC (GREENBRAE CA)
CA
01/02/2003 - 06/18/2004
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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