Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Clegg is a financial advisor with Silver Oak Securities, Inc. based in Louisville, Colorado. Curtis has been in the financial services industry for over 16 years. Curtis holds a Series 6, Series 7, and Series 63 licenses and is a Certified Financial Planner. Curtis also holds a Series SIE license. Curtis specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Curtis has experience with Jackson National Life Distributors LLC in Denver, Colorado and Bloomington, Illinois. Curtis is also an independent insurance broker with AMA Financial Partners LLC.
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.
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.
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2
CO
06/01/2021 - Present
Silver OAK Securities, Inc. (Louisville CO)
CO
01/23/2006 - 01/07/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IL
01/28/2005 - 01/30/2006
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BC
Issued 01/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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