Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Manfred Happold is a financial advisor with over 30 years of experience in the industry. Curt has been registered with Cambridge Investment Research Advisors, Inc. since 2014, where he offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Prior to joining Cambridge, Curt was a registered representative with Allstate Financial Services, LLC, and Comerica Securities. Curt is licensed to provide financial advice in multiple states, including Michigan, Florida and California.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
04/09/2014 - Present
Cambridge Investment Research Advisors, Inc. (NOVI MI)
MI
03/17/2006 - 01/10/2013
ALLSTATE FINANCIAL SERVICES, LLC (CANTON MI)
MI
04/30/2002 - 02/21/2006
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
11/22/1989 - 05/03/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 04/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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