Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Petri is a financial advisor who has been in the industry since September 1, 2002. Curtis is currently registered with Fidelity Personal AND Workplace Advisors and is licensed in New Hampshire and Texas. Curtis holds the following securities licenses: Series 6, Series 7, Series 63, and Series 66. Curtis has previously worked at Vanguard Marketing Corporation. Curtis provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
PA
07/15/2002 - 07/22/2004
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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