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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curran? Claim Your ProfileCurran Blackwell Hart is an investment advisor representative with LPL Financial LLC. Curran has been in the financial services industry since July 2008. Curran has several industry licenses and certifications including Series 6, 7, 26, 63, and 66. They are registered to provide investment advice in the states of Arizona, California, New York, Oregon, Texas, Utah, Virginia, and Washington. Curran is also a registered investment advisor in California and Texas. Curran is affiliated with Sequoia Wealth Advisors and Investment Management, a DBA for LPL Financial LLC, in San Jose, California. Curran has experience working with various client types, including individuals, businesses, trusts, pensions, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/05/2017 - Present
LPL Financial LLC (SAN JOSE CA)
CA
07/23/2008 - 09/14/2017
FORESTERS FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
BOTH
Issued 08/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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