Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Clinton Tatham is a financial advisor with over 20 years of experience in the financial services industry. Curtis is currently registered with Lincoln International LLC and has held previous positions at Blue Vista Capital, LLC and William Blair & Company L.L.C.. Curtis is licensed to conduct business in California, Illinois, New York, and Texas. Curtis holds the Series 7, Series 24, Series 63, SIE, and Series 79TO 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.
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.
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2
IL
08/31/2004 - Present
Lincoln International LLC (CHICAGO IL)
IL
10/06/2003 - 08/10/2004
BLUE VISTA CAPITAL, LLC (CHICAGO IL)
IL
05/03/2000 - 05/09/2003
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 09/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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