Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Brandon Reese is a financial advisor with Ameritas Advisory Services, LLC. Curtis has been in the financial services industry since 2008 and has a wide range of experience in various financial institutions including TIAA-CREF Individual & Institutional Services, LLC, Fidelity Investments Institutional Services Company, Inc., TD Ameritrade Clearing, Inc., and TD Ameritrade, Inc. Curtis provides financial planning, portfolio management and pension consulting services to individuals, businesses and institutions. Curtis holds Series 7, 7TO, 24, 63, and 66 securities licenses and is registered with the state of California and Texas.
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.
Solicitor fees
1
2
CA
02/23/2024 - Present
Ameritas Advisory Services, LLC (EXETER CA)
TX
06/27/2012 - 09/04/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/03/2011 - 07/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
04/29/2011 - 09/20/2011
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
06/23/2010 - 09/20/2011
TD AMERITRADE, INC. (FORT WORTH TX)
TX
03/25/2010 - 06/08/2010
CHASE INVESTMENT SERVICES CORP. (ROANOKE TX)
TX
01/25/2008 - 02/17/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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