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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 Zeigler is a financial advisor with Geneos Wealth Management, Inc. Curtis has been working in the financial services industry since 1984 and has experience in both brokerage and investment advisory services. Curtis is registered with FINRA and holds Series 6, 26, and 63 licenses. Curtis is also registered with the states of Colorado and Texas. Curtis has worked with clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. In addition to investment advisory services, Curtis also provides financial planning services, selection of other advisors, educational seminars, and portfolio management for individuals and businesses.
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
CO
07/31/2008 - Present
Geneos Wealth Management, Inc. (DENVER CO)
CO
02/15/1995 - 08/21/2007
SECURITIES AMERICA, INC. (DENVER CO)
AZ
11/19/1989 - 02/27/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/14/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/03/1984 - 05/20/1987
JEFFERSON-PILOT INVESTOR SERVICES, INC.
IA
Issued 10/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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