Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Knapp is a financial advisor with over 40 years of experience in the financial services industry. Curt is a CERTIFIED FINANCIAL PLANNER™ professional and holds a variety of licenses and certifications, including Series 7, 24, 4, 27, 63, 79TO, 99TO, and SIE. Curt has been associated with Kovack Advisors, Inc. since December 2023. Prior to that, Curt was registered with Securities America, Inc., and a number of other firms throughout his career. Curt focuses on providing financial planning and portfolio management for individuals, businesses, and high-net-worth clients.
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.
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
FL
12/20/2023 - Present
Kovack Advisors, Inc. (Parkland FL)
FL
07/09/2020 - 12/21/2023
SECURITIES AMERICA, INC. (PARKLAND FL)
GA
08/06/2020 - 12/22/2020
TRIAD ADVISORS LLC (ATLANTA GA)
FL
07/23/2020 - 09/22/2020
INVESTACORP, INC. (MIAMI FL)
GA
08/06/2020 - 09/01/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/06/2020 - 09/01/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
08/06/2020 - 09/01/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
08/06/2020 - 09/01/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
08/24/1989 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
NJ
05/19/1989 - 08/30/1989
NETWORK 1 FINANCIAL SECURITIES (RED BANK NJ)
FL
06/24/1985 - 05/31/1989
INVESTACORP, INC. (MIAMI FL)
NA
12/21/1983 - 06/27/1985
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 02/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/13/1986
Series 4 - Registered Options Principal Examination
BC
Issued 06/12/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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