Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtiss? Claim Your ProfileKurtiss Carl Nelson is an investment advisor representative registered with Fidelity Personal and Workplace Advisors in Boston, MA. Kurtiss has been in the industry since 1993 and has a strong track record of helping individuals and families reach their financial goals. Kurtiss holds a Series 7, Series 63, and Series 65 license. Kurtiss is a skilled portfolio manager who specializes in developing personalized financial plans for his clients.
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.
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.
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.
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2
FL
07/17/2020 - Present
Fidelity Personal AND Workplace Advisors (PORT ORANGE FL)
IL
12/21/2009 - 07/20/2011
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
MA
12/19/2003 - 02/23/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
CA
03/07/2001 - 12/02/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
01/02/2001 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
RI
09/30/1993 - 01/22/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
04/24/1993 - 09/17/1993
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NA
09/21/1989 - 06/18/1991
DAIN BOSWORTH INCORPORATED
NY
05/24/1988 - 01/05/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
07/29/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
IA
Issued 05/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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