Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Curtis is a financial advisor registered in Connecticut and Florida. Christopher has been in the financial services industry since August 2008. Christopher is currently employed by Osaic Institutions, Inc. He has previously worked for LPL FINANCIAL LLC, and Prudential Annuities Distributors, Inc. Osaic Institutions, Inc., is a firm based in Meriden, CT that provides a variety of services, including financial planning, portfolio management for individuals, and selection of other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
09/14/2022 - Present
Osaic Institutions, Inc. (South Windsor CT)
CT
10/11/2011 - 12/18/2015
LPL FINANCIAL LLC (VERNON CT)
CT
02/11/2008 - 04/12/2011
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IA
Issued 12/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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