Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt C. Edwards is a financial advisor at LPL Financial LLC in Naples, FL. Curt has been in the financial industry since 2002 and has experience with J.P. Morgan Securities LLC, INFINEX INVESTMENTS, INC., FIFTH THIRD SECURITIES, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Curt is a Certified Financial Planner and a Chartered Financial Consultant.
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
FL
06/29/2023 - Present
LPL Financial LLC (NAPLES FL)
FL
06/23/2021 - 10/22/2022
J.P. MORGAN SECURITIES LLC (Naples FL)
FL
09/19/2017 - 06/02/2021
INFINEX INVESTMENTS, INC. (Naples FL)
FL
02/24/2012 - 10/05/2015
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
FL
10/01/2008 - 02/17/2012
J.P. MORGAN SECURITIES LLC (NAPLES FL)
FL
02/14/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NAPLES FL)
FL
04/13/2005 - 05/08/2006
M&I BROKERAGE SERVICES, INC. (NAPLES FL)
NY
05/28/2002 - 01/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/10/1997 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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