AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RK

Robert J. Kursar

CHARLOTTE, NC 28277
Some features on this profile are disabled
CRD#: 2144485
RK

Professional summary


Robert James Kursar was a registered financial professional .

Robert is registered as a RR (Registered Representative) and started their career in finance in 1991. Robert had worked at 7 firms and has passed the Series 63, Series 52TO, Series 57TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 14, 2025 - Present

Office #1: 3440 Toringdon Way Suite 205, Charlotte, NC 28277
CHARLOTTE, NC
Past

January 4, 2022 - October 25, 2024

ZEUS FINANCIAL, LLC

BD
CRD#: 18192
Charlotte, NC
Past

July 15, 2013 - December 3, 2021

NATHAN HALE CAPITAL, LLC

BD
CRD#: 123650
CHARLOTTE, NC
Past

March 3, 2010 - July 2, 2013

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
CORNELIUS, NC
Past

July 1, 2003 - November 19, 2007

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

April 4, 1994 - July 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 12, 1991 - March 16, 1994

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/23/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 11/14/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 9/10/2025
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

TRUST BUT VERIFY

Monitor Robert Kursar

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


David Blair Thompson
David ThompsonAdvisorCheck Check Mark
SPARTA WEALTH PARTNERS
IAR
RR
CHARLOTTE, NC
Jon Hoyle
Jon HoyleAdvisorCheck Check Mark
INNOVATION PARTNERS LLC
RR
Charlotte, NC
Andrew Michael Pasquale Digirolamo
Andrew DigirolamoAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
Charlotte, NC
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics