Kurt G. Demichiel
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kurt Gene Demichiel was a registered financial professional .
Kurt is a previously registered financial professional and started their career in finance in 1995. Kurt had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 23, 2006 - December 31, 2018
GLOBAL PORTFOLIO STRATEGIES, INC.
April 30, 2005 - July 16, 2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
September 22, 1999 - April 30, 2005
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.
August 17, 1999 - April 30, 2005
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.
December 20, 1996 - July 29, 1999
IDS LIFE INSURANCE COMPANY
December 20, 1996 - July 29, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
September 14, 1995 - February 9, 1998
MORGAN STANLEY DW INC.
May 16, 1995 - September 13, 1995
VP DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GLOBAL PORTFOLIO STRATEGIES, INC.
CRD#: 105812 / SEC#: 801-16664
Contact information
Regulatory assets under management
| Total Number of Accounts | 285 |
| AUM (Assets Under Management) | $ 1,695,414,336 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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