Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Loveday is a financial advisor at Benjamin F. Edwards & Company, Inc. Curtis has over 30 years of experience in the financial services industry, Curtis has a strong background in investment management, financial planning, and retirement planning. Curtis is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
MO
07/20/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
06/01/2009 - 08/11/2016
MORGAN STANLEY (NAPERVILLE IL)
IL
11/21/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IL
04/02/2007 - 12/19/2008
MORGAN STANLEY & CO. INCORPORATED (OAK BROOK IL)
IL
07/24/1992 - 04/02/2007
MORGAN STANLEY DW INC. (OAK BROOK IL)
TX
09/04/1990 - 07/30/1992
VAN KAMPEN MERRITT INC. (HOUSTON TX)
IA
Issued 01/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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