Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Arthur Rollins is a financial professional with over 30 years of experience in the securities industry. Curtis has been with Janney Montgomery Scott LLC since 2008. Prior to that, Curtis worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc. Curtis is a Series 99 licensed professional and holds the Securities Industry Essentials Examination. Curtis specializes in providing financial planning, portfolio management for individuals and businesses, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
04/22/2008 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NY
12/07/2000 - 01/11/2008
SANFORD C. BERNSTEIN & CO., LLC (WHITE PLAINS NY)
NY
08/31/1988 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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