Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Edward Coulombe is a financial professional with over 30 years of experience in the financial services industry. Curt is registered with Cetera Investment Advisers LLC. Curt has held previous positions with INVEST FINANCIAL CORPORATION, AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Curt holds the Series 6, 7, 24, 63, and 65 licenses. Curt is also a Certified Financial Planner™ and Chartered Financial Consultant. Curt provides financial planning and investment advice to individuals, families, 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.
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.
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.
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GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
02/05/2007 - 02/09/2018
INVEST FINANCIAL CORPORATION (MARIETTA GA)
GA
01/08/1993 - 02/06/2007
AXA ADVISORS, LLC (ATLANTA GA)
NY
01/08/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 4/2/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 1/6/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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