Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kurtz is a financial advisor in Saint Cloud, Minnesota. Thomas has been in the financial services industry since 2011. Thomas holds the Series 6, Series 63, and SIE licenses and is registered to sell securities in Minnesota and Florida. Thomas is currently employed by Cetera Investment Services LLC. Thomas previously worked for Wells Fargo Clearing Services, LLC, State Farm VP Management Corp., and Wells Fargo Advisors, LLC.
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.
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.
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2
MN
02/02/2018 - Present
Cetera Investment Services LLC (ST CLOUD MN)
FL
04/22/2013 - 03/14/2017
WELLS FARGO CLEARING SERVICES, LLC (BELLEAIR BLUFFS FL)
FL
06/06/2012 - 03/27/2013
STATE FARM VP MANAGEMENT CORP. (BRANDON FL)
FL
03/07/2011 - 05/02/2012
WELLS FARGO ADVISORS, LLC (SUN CITY CENTER FL)
BC
Issued 03/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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