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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Curtis is a financial advisor with over 30 years of experience in the financial services industry. Allan is a registered investment advisor in Missouri and Kansas and has held previous registrations in Connecticut. Allan holds the Series 7 and Series 63 licenses and is also a Certified Financial Planner. Allan works at Moneta Group Investment Advisors, LLC, a firm with a strong focus on providing investment advice to high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Allan has specialized in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
07/15/2002 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
05/04/2004 - 06/26/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
03/20/1990 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
03/20/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 04/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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