Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Metin? Claim Your ProfileMetin Kurkcu is a financial professional with over 16 years of experience in the industry. Metin is currently registered with Fidelity Personal And Workplace Advisors. Prior to joining Fidelity Personal And Workplace Advisors, Metin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., and BANC OF AMERICA INVESTMENT SERVICES, INC. Metin holds several licenses including Series 7, Series 10, Series 9, Series 24, Series 31, and Series 66. Metin is a life coach for prospective franchise owners.
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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NH
10/25/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NC
12/17/2019 - 08/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALISBURY NC)
NC
08/11/2017 - 09/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALISBURY NC)
NC
02/23/2017 - 05/23/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (MOORESVILLE NC)
GA
10/23/2009 - 04/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
FL
09/24/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
UT
04/02/2007 - 09/26/2007
MORGAN STANLEY & CO., INCORPORATED (WEST VALLEY UT)
NY
07/21/2003 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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