Metin Kurkcu, financial advisor Merrimack NH

Metin Kurkcu

CRD Number: 4667087
Current Firm: Fidelity Personal And Workplace Advisors

Metin Kurkcu (CRD# 4667087) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salisbury, NC Sep 2021 - Current 2
International Franchise Professionals Group Salisbury, NC Jun 2021 - Sep 2021 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salisbury, NC Dec 2019 - Jul 2021 1
Bank Of America, N.a. Salisbury, NC Dec 2019 - Jul 2021 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte, NC Aug 2017 - Sep 2019 2
Bank Of America, N.a. Charlotte, NC Aug 2017 - Sep 2019 2
Stonestreet Wealth Mooresville, NC May 2017 - May 2017 < 1
Raymond James Financial Services Advisors Inc. Mooresville, NC Mar 2017 - May 2017 < 1
Raymond James Financial Services, Inc. Mooresville, NC Feb 2017 - May 2017 < 1
Unemployed Mooresville, NC May 2016 - Jan 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah, GA Mar 2010 - Apr 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Metin B. Kurkcu
Phone Number: 617-563-7000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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