Unclaimed
Curtis Cronemiller is a financial advisor with Edward Jones. Curtis has been in the financial services industry since 1999. Curtis is registered to provide investment advice in 28 states. Curtis specializes in financial planning, retirement planning, and investment management. Curtis has a strong track record of success in helping clients achieve their financial goals. Previous to Edward Jones, Curtis has worked with firms such as BB&T Securities LLC, Truist Investment Services Inc, Truist Advisory Services Inc, and BB&T Investment Services Inc.
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.
See schedule d - miscellaneous
1
2
NC
02/16/2022 - Present
Edward Jones (Calabash NC)
NC
02/17/2021 - 10/27/2021
TRUIST INVESTMENT SERVICES, INC. (WILMINGTON NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/26/2000 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WILMINGTON NC)
NY
09/13/1999 - 11/08/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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