Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Daniel Fessler is a financial advisor with over 10 years of experience. Curtis has worked with a variety of firms throughout his career, including Bankoh Investment Services, Inc., Cetera Investment Services LLC, and NFP Advisor Services, LLC. Currently, Curtis is an active registered representative with Bankoh Investment Services, Inc. in HONOLULU, HI. Curtis specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors to clients. Curtis's client base is primarily composed of individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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HI
04/24/2024 - Present
Bankoh Investment Services, Inc. (HONOLULU HI)
TX
06/29/2020 - 12/06/2022
CETERA INVESTMENT SERVICES LLC (HOUSTON TX)
MN
10/31/2017 - 02/19/2019
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
NC
05/08/2014 - 12/31/2015
NFP ADVISOR SERVICES, LLC (CHARLOTTE NC)
NJ
01/03/2013 - 03/31/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
04/21/2011 - 01/02/2013
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
GA
01/06/2010 - 03/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS GA)
AL
07/01/2009 - 11/03/2009
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
AL
02/02/2009 - 06/29/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OPELIKA AL)
IA
Issued 10/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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