Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Cursio is a financial advisor with Capital Management of the Carolinas, LLC in Charlotte, North Carolina. Amy has been in the industry since January 24, 2018, and holds the Series 6, Series 63 and Series 26 licenses. Amy previously worked at LPL Financial LLC, AXA Advisors, LLC, and Horace Mann Investors, Inc.
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.
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.
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NC
06/14/2022 - Present
Capital Management OF THE Carolinas, LLC (CHARLOTTE NC)
NC
11/16/2018 - 06/10/2022
LPL FINANCIAL LLC (BELMONT NC)
NC
07/19/2018 - 10/18/2018
AXA ADVISORS, LLC (CHARLOTTE NC)
NC
12/21/2017 - 07/14/2018
HORACE MANN INVESTORS, INC. (Cramerton NC)
BC
Issued 02/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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