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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Curtin is a Registered Investment Advisor and registered in Maryland and Texas. Brian Michael Curtin is currently employed by Heritage Investors Management Corp. Brian Michael Curtin previously worked at FBR CAPITAL MARKETS & CO. in Arlington, VA. Brian Michael Curtin has a Series 63 and Series 65 license. Brian Michael Curtin is a Chartered Financial Analyst.
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.
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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MD
03/28/2018 - Present
Heritage Investors Management Corp. (BETHESDA MD)
VA
09/21/2016 - 06/09/2017
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
IA
Issued 03/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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