Unclaimed
Curtis Coleman is a securities professional with experience in the financial services industry. Curtis is currently registered with Fidelity Brokerage Services LLC. Curtis has passed the Series 7TO, SIE and Series 63 exams. Curtis has been active in the securities industry since November 12, 2023. Curtis is registered in 53 states and the District of Columbia.
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
KY
11/13/2023 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 11/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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