Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Randle el is an active Registered Representative and Investment Advisor Representative. Curtis has been in the securities industry since April 21, 2006. Curtis is currently registered with Newbridge Financial Services Group, Inc. and previously registered with International Assets Advisory, LLC, Coastal Equities, Inc., Cetera Advisors LLC, Cambridge Investment Research, Inc., PNC Investments, and Hefren-Tillotson, Inc. Curtis holds the Series 7, Series 66 and SIE exams and is currently registered in Indiana, Maryland, Michigan, Ohio, Pennsylvania, and Texas. Curtis specializes in providing financial planning, portfolio management, and selection of other advisors. Curtis is a Board Member of the Pittsburgh Historic Landmarks Foundation and Endowment Finance Committee and is a volunteer board member of the Greater YMCA of Pittsburgh. Curtis is also the 100% owner of Randle El Wealth Advisors, LLC, dba for financial and insurance services, and an Independent Fixed Insurance Agent.
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.
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.
Promoter fees
1
2
FL
06/06/2018 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
PA
12/21/2015 - 02/26/2018
INTERNATIONAL ASSETS ADVISORY, LLC (PITTSBURGH PA)
PA
12/12/2014 - 12/18/2015
COASTAL EQUITIES, INC. (PITTSBURGH PA)
PA
11/24/2014 - 12/15/2014
CETERA ADVISORS LLC (PITTSBURGH PA)
PA
11/01/2011 - 11/25/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSBURGH PA)
PA
03/20/2009 - 06/15/2011
PNC INVESTMENTS (PITTSBURGH PA)
PA
06/08/2005 - 12/16/2008
HEFREN-TILLOTSON, INC. (WEXFORD PA)
BOTH
Issued 09/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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