Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Charles Carnahan is a financial advisor with over seven years of experience in the industry. Curtis is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. in Saint Petersburg, Florida. Curtis has a strong background in the financial services industry, having previously worked with Robinhood Financial, LLC in Denver, Colorado, U.S. Bancorp Investments, Inc. in Saint Paul, Minnesota, and Fidelity Brokerage Services LLC in Greenwood Village, Colorado. Curtis holds the Series 63, Series 7, Series 9, Series 10 and SIE 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.
Please see note in schedule d - miscellaneous
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
FL
11/02/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CO
01/29/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
MN
03/18/2020 - 01/04/2021
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CO
12/22/2014 - 01/22/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Curtis Carnahan is the right advisor for you? Invested Better is here to help.
