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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Arri Schultzberg is an investment advisor representative associated with Hudson Valley Investment Advisors, Inc. Curt has 27 years of experience in the securities industry and holds Series 6, 7, 26, 63, and 66 licenses. Curt's previous employers include American Portfolios Financial Services, Inc., TD Ameritrade, Inc., People's Securities, Inc., GFA Securities, LLC, and AXA Advisors, LLC. Curt has been registered with FINRA since June 3, 1994 and his current registrations include a state of New York Investment Advisor Representative license. Curt specializes in a variety of investment services, including portfolio management for individuals, businesses, and investment companies, financial planning, pension consulting, and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
Investment and 1031 exchange consulting 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.
A percentage of the total value of assets under management is charged.
Plan assets under advisement
1
2
NY
12/07/2022 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
NY
11/12/2021 - 09/27/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Pearl River NY)
NY
11/27/2019 - 01/11/2021
TD AMERITRADE, INC. (SCARSDALE NY)
NY
03/06/2019 - 11/11/2019
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
11/02/2016 - 01/22/2019
PEOPLE'S SECURITIES, INC. (New York NY)
NY
02/23/2015 - 11/29/2016
GFA SECURITIES, LLC (NEW YORK NY)
NY
12/18/2003 - 03/13/2012
AXA ADVISORS, LLC (NEW YORK NY)
MA
06/09/1998 - 11/02/2001
AMERICAN GENERAL FUNDS DISTRIBUTORS, INC. (BOSTON MA)
MA
09/14/1995 - 04/27/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NY
06/06/1994 - 04/28/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/06/1994 - 04/28/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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