Kurt AkerstenCRD Number: 2157148
Current Firm: Fidelity Personal And Workplace Advisors
Kurt Akersten (CRD# 2157148) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 30 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Investments||Bay Head, NJ||May 2021 - Current||2|
|Unemployed||Bay Head, NJ||Jul 2019 - May 2021||1|
|Citigroup||New York, NY||Jul 2016 - Jul 2019||3|
|Bbva Securities Inc.||New York, NY||Nov 2013 - Jul 2016||2|
|Compass Bank||Birmingham, AL||Oct 2013 - Jul 2016||2|
|Jka Holdings LLC||Bay Head, NJ||Mar 2014 - Apr 2016||2|
|Unemployed||Bay Head, NJ||Oct 2012 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
|S63||Uniform Securities State Law Examination||Apr 1993|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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