Unclaimed
Curtis Brian Magurean is a financial advisor associated with LPL Financial LLC. Curtis Brian Magurean is registered to provide investment advice in the states of Illinois and Indiana. Curtis Brian Magurean has been in the financial services industry for over 13 years. Curtis Brian Magurean offers portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
04/09/2018 - Present
LPL Financial LLC (FRANKFORT IL)
IL
10/02/2017 - 03/01/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IN
10/02/2013 - 09/08/2017
SII INVESTMENTS, INC. (CROWN POINT IN)
IN
01/26/2012 - 10/25/2013
AMERICAN TRUST INVESTMENT SERVICES, INC. (WHITING IN)
IL
05/13/2010 - 01/26/2012
NATIONAL SECURITIES CORPORATION (WHEATON IL)
IA
Issued 05/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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