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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Knauss is an investment advisor representative with Osaic Wealth, Inc. based in NEWPORT BEACH, CA. Curtis has been in the industry since 1969 and has experience with a variety of firms, including Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Royal Alliance Associates, Inc. Curtis has a Series 7TO, Series 63, and Series 1 license, along with the SIE exam. Curtis's firm, Osaic Wealth, Inc., manages assets for individuals, businesses, high-net-worth individuals, pensions and profit sharing plans, 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.
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.
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
CA
11/02/2018 - Present
Osaic Wealth, Inc. (NEWPORT BEACH CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEWPORT BEACH CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEWPORT BEACH CA)
CA
03/11/1993 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ALISO VIEJO CA)
AZ
06/18/1989 - 03/11/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
08/17/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
05/01/1979 - 09/01/1987
USLIFE EQUITY SALES CORP.
NA
10/25/1978 - 05/01/1979
USLIFE EQUITY SALES CORP
NA
10/27/1971 - 07/27/1977
BELL SECURITIES CORPORATION
NA
09/15/1969 - 11/22/1971
EASTLAND SECURITIES CORP.
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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