Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Christen Wyrtzen is a financial advisor with over 25 years of experience in the industry. Curtis is currently registered with Lion Street Financial, LLC and has been with the firm since 2014. Previously, Curtis was registered with J. Alden Associates, Inc., Retirement Capital Group Securities, Inc., Clark Securities, Inc., Nathan & Lewis Securities, Inc., NYLIFE Securities Inc., Mutual Service Corporation and Cigna Financial Advisors, Inc.. Curtis is licensed to provide investment advice in 19 states, including Alabama, Arizona, California, Connecticut, Florida, Georgia, Illinois, Iowa, Massachusetts, Minnesota, Nevada, New Hampshire, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas and Washington. Curtis holds Series 6, Series 63, and Series 65 licenses as well as the SIE.
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.
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.
1
2
MA
08/15/2014 - Present
Lion Street Financial, LLC (Boston MA)
PA
04/20/2011 - 08/18/2014
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
CA
04/05/2007 - 04/07/2011
RETIREMENT CAPITAL GROUP SECURITIES, INC. (SAN DIEGO CA)
MA
09/21/2001 - 04/02/2007
CLARK SECURITIES, INC. (SOUTHBOROUGH MA)
NY
05/13/1999 - 10/05/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
01/08/1999 - 05/12/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
07/14/1994 - 11/02/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
09/28/1992 - 12/31/1993
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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