Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Alan White is a registered investment advisor representative with J.P. Morgan Investment Management Inc. Curtis has been in the financial services industry since 1993. Curtis has a Series 7, Series 63, and Series 65 license. Curtis works with a variety of clients, including individuals, corporations, pension and profit-sharing plans, insurance companies, and investment companies. Curtis provides a range of services, including portfolio management, financial planning, and pension consulting.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/23/2020 - Present
J.p. Morgan Investment Management Inc. (NEW YORK NY)
ME
08/30/1996 - 10/13/1997
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
MA
08/21/1995 - 01/05/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MN
09/29/1993 - 08/24/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1993 - 08/24/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/19/1994 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 11/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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