Unclaimed
Curt Paul Arcement has been in the financial services industry since December 1996. Curt is a registered representative with Raymond James Financial Services Advisors, Inc. Curt is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Curt specializes in retirement planning, investment management, and estate planning. He also holds the Certified Financial Planner designation. Curt has extensive experience working with high-net-worth individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/03/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
LA
11/23/2001 - 02/09/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
NY
12/10/1996 - 11/27/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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