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 Sample is a financial advisor with iCapital Markets LLC, based in New York, NY. Curtis has been in the industry since April 18, 2018, and has experience with both securities and investment advisory services. His past experience includes working for ICapital Securities, LLC, and CION Securities, LLC, also in New York. Curtis holds the Series 63, Series 7, and SIE licenses, and is registered in 51 states.
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
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
12/10/2021 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
NY
02/12/2018 - 10/04/2021
CION SECURITIES, LLC (NEW YORK NY)
BC
Issued 02/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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