Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Richard Mangold is a financial advisor registered with the state of Georgia and Texas. Curt has been in the industry for over 20 years. Curt's experience includes working with Signature Wealth Management Group LLC, Cantella & Co., Inc., Harbor Financial Services, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Curt is a Certified Financial Planner™ and holds Series 7, Series 31 and Series 66 licenses. Curt specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Curt is also registered as an Investment Advisor Representative in Georgia and Texas.
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.
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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2
GA
05/10/2023 - Present
Signature Wealth Management Group LLC (ATLANTA GA)
GA
10/23/2015 - 01/14/2022
CANTELLA & CO., INC. (Cumming GA)
GA
10/27/2008 - 10/31/2015
HARBOR FINANCIAL SERVICES, LLC (CUMMING GA)
GA
06/17/2004 - 11/30/2006
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
NY
03/10/2000 - 06/15/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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