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
Finance & AccountingView LinkedIn profile

About Kurt Cecconi

Are your personal and business financial strategies up-to-date? A quick look at what…

Experience

  1. Investment Adviser Representative

    Principal Financial Group

    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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