Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curran? Claim Your ProfileCurran Kwan has been in the financial services industry for over 16 years. Curran is currently registered with Allstate Financial Services, LLC. Previously, Curran has held positions at CAPITAL BROKERAGE CORPORATION, MONY SECURITIES CORPORATION and STATE FARM VP MANAGEMENT CORP. Curran holds Series 6, Series 63, Series 26, and SIE licenses and is registered in both California and Washington.
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.
1
2
WA
05/18/2018 - Present
Allstate Financial Services, LLC (Seattle WA)
VA
10/29/2001 - 10/01/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
02/09/2001 - 09/20/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IL
06/02/1998 - 02/18/2000
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 05/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Curran Kwan is the right advisor for you? Invested Better is here to help.
