Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Clauser is a financial advisor at Ameriprise Financial Services, LLC. Curtis has been working in the financial services industry since 2004. Curtis's expertise includes portfolio management for individuals and businesses, financial planning, and educational seminars. Curtis has worked with a variety of clients, including individuals, corporations, and charitable organizations. Curtis is registered with FINRA and the state of Florida.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
11/03/2023 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
09/17/2020 - 11/03/2023
COMERICA SECURITIES (FT. LAUDERDALE FL)
PA
02/15/2018 - 08/01/2019
KEY INVESTMENT SERVICES LLC (Quakertown PA)
PA
08/27/2015 - 04/28/2017
PNC INVESTMENTS (BETHLEHEM PA)
PA
11/25/2013 - 01/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
10/05/2009 - 11/19/2013
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
PA
12/17/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CONSHOHOCKEN PA)
NY
08/07/2001 - 10/24/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 12/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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