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 Stauffer is an Investment Advisor Representative with CS Planning Corp. and has been active in the industry since 1995. Curt has a Series 6, Series 63 and Series 65 license. Curt specializes in Portfolio Management for Individuals and Financial Planning. Curt has previously worked at Keystone Brokerage, Inc. and Coastal Investment Advisors.
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.
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
PA
08/26/2020 - Present
CS Planning Corp. (Lancaster PA)
PA
08/02/1995 - 03/02/1998
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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