Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt O Hall is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Curt is based in Charleston, South Carolina. Curt has been a registered financial advisor for over 20 years and has experience in a variety of financial services. Curt has also worked for UBS Financial Services Inc. in Greenville, South Carolina. Curt has held various licenses and registrations, including Series 3, 7, 9, 10, 63, and 66.
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.
Investment consulting services to institutional clients
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
SC
04/16/2020 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
SC
09/23/2002 - 11/13/2017
UBS FINANCIAL SERVICES INC. (GREENVILLE SC)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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