Kurt Cecconi
Senior Financial Representative | Principal Securities Registered Representative | Investment Adviser Representative
- Role
- Investment Adviser Representative at Principal Financial Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Kurt Cecconi
Are your personal and business financial strategies up-to-date? A quick look at what…
Experience
Investment Adviser Representative
Aug 1994 — Present
Securities and advisory products and services offered through Principal Securities, Inc.80••••••37, Member SIPC, Des Moines, IA 50392. Kurt Cecconi, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities Registered Representative and Financial Advisor.
Skills
- Iras
- Wealth Management
- Estate Planning
- Strategic Financial Planning
- Mutual Funds
- 401k
- Retirement Planning
- Uniform Combined State Law
- Investments
- Life Insurance
- Disability Insurance
- Series 63
- Investment Advisory
- Asset Allocation
- Fixed Annuities
- Series 6
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