Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Warner is a financial advisor who has been in the industry since February 5, 2016. Curtis is currently registered as a broker-dealer and an investment advisor representative with Fidelity Personal and Workplace Advisors in Greenwood Village, Colorado. Curtis has a strong track record of working with clients to develop comprehensive financial plans, manage their investments, and achieve their financial goals. Curtis is dedicated to providing personalized service to each of Curtis' clients. Curtis is also a registered investment advisor representative with Fidelity Personal and Workplace Advisors in 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.
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.
1
2
CO
12/17/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
WA
01/04/2006 - 08/06/2009
SHAREBUILDER SECURITIES CORPORATION (SEATTLE WA)
MA
08/23/2004 - 12/31/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
KS
11/18/2002 - 03/26/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
02/07/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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