Unclaimed
Curt Radetich is an investment advisor representative with Voya Financial Advisors, Inc.. Curt has been in the financial services industry since 1988. Curt is licensed to provide financial and investment advice in California, Nevada, and South Carolina. Curt is also licensed to provide investment advice in Washington State. Curt provides financial planning services for individuals, businesses, and charitable organizations.
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.
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.
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.
1
2
CA
07/31/2023 - Present
Voya Financial Advisors, Inc. (REDWOOD CITY CA)
CA
01/26/2022 - 02/09/2023
CHARLES SCHWAB & CO., INC. (San Mateo CA)
CA
04/27/2009 - 02/09/2023
TD AMERITRADE, INC. (Menlo Park CA)
CA
10/23/2006 - 02/09/2009
E*TRADE SECURITIES LLC (COSTA MESA CA)
CA
07/19/1999 - 06/15/2006
CHARLES SCHWAB & CO., INC. (IRVINE CA)
CA
03/03/1999 - 07/07/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
07/29/1987 - 02/17/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 09/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Curt Radetich is the right advisor for you? Invested Better is here to help.