Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Robert Christensen is an investment advisor representative and financial planner with Cetera Investment Advisers LLC. Curt has over 35 years of experience in the financial services industry. Curt has experience in several areas of financial planning including portfolio management, retirement planning, and insurance. Curt has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Curt has worked for several other firms including VOYA FINANCIAL ADVISORS, INC., CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and ASCEND FINANCIAL SERVICES, INC.
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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2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (AVON CT)
CT
08/21/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AVON CT)
CT
05/24/2002 - 08/29/2006
CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)
NY
03/05/1999 - 05/31/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
10/19/1987 - 04/22/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 3/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/4/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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