Unclaimed
Curtis Arthur Wright is a financial advisor with Cetera Investment Advisers LLC. Curtis has been in the financial services industry since 2001 and is registered to provide investment advice in Georgia and Texas. Curtis is a Certified Financial Planner™ and has experience working with individuals, families, and businesses. Curtis specializes in helping clients with financial planning, retirement planning, and investment management.
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
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (SMYRNA GA)
GA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SMYRNA GA)
IA
10/15/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NE
02/05/2001 - 10/14/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 2/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/8/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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