Kurt JostenCRD Number: 3106327
Current Firm: Actinver Wealth Management, Inc.
Kurt Josten (CRD# 3106327) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in San Antonio, TX and has over 19 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Actinver Securities, Inc.||Houston, TX||Jan 2015 - Current||3|
|Actinver Wealth Management, Inc.||San Antonio, TX||Sep 2009 - Current||8|
|Actinver Securities, Inc.||Houston, TX||Sep 2009 - Jan 2015||5|
|Unemployed||Houston, TX||May 2009 - Sep 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Antonio, TX||Jul 1998 - May 2009||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 1999|
Total Assets Under Management377MILLIONS
Total Number of Accounts213ACCOUNTS
Average Account Value$1,768,804
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, DE, FL, MA, NY, PA, TX