Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Goddard is a financial advisor who has been in the industry since 1999. He is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2020. Prior to joining Cambridge, Curtis worked at CETERA ADVISORS LLC and SECURIAN FINANCIAL SERVICES, INC. His areas of expertise include financial planning, portfolio management, and insurance. Curtis Goddard holds Series 6, 7, 63, and 65 licenses.
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.
Solicitation fees from 3rd party money managers
1
2
OK
08/14/2020 - Present
Cambridge Investment Research Advisors, Inc. (Tulsa OK)
OK
10/15/2012 - 08/18/2020
CETERA ADVISORS LLC (TULSA OK)
OK
09/15/1999 - 10/01/2012
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
IA
Issued 08/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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