Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Whitaker is a financial advisor registered with Packerland Brokerage Services, Inc. in Green Bay, Wisconsin. Curtis has been in the financial services industry since 2008, and holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. He is currently registered in California, Florida and Hawaii as a Registered Representative and Investment Advisor Representative. Curtis has experience working with high net worth individuals, corporations and small businesses, as well as charitable organizations, pension and profit-sharing plans. Curtis also has prior experience working with Saxony Securities, Inc. and Signator Investors, Inc. In addition to his role as a financial advisor, Curtis is also a Care Coordinator for The Caregiver Foundation, providing part-time employment. Curtis is also the owner and operator of Whitaker Financial Consulting, a DBA for investment and insurance related business.
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.
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
WI
12/15/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
HI
01/06/2015 - 12/18/2023
SAXONY SECURITIES, INC. (KANEOHE HI)
HI
08/29/2008 - 01/05/2015
SIGNATOR INVESTORS, INC. (HONOLULU HI)
IA
Issued 07/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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