Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Donald White has been in the financial services industry since 1988. Curtis is currently registered with Ameriprise Financial Services, LLC. Curtis is a registered representative and investment advisor representative in the states of Arizona, California, Connecticut, Delaware, Florida, Georgia, Kentucky, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont, Virginia and Wisconsin. Prior to his current role, Curtis was previously registered with CHASE INVESTMENT SERVICES CORP. and Ameriprise Financial Services, Inc. Curtis has earned the Series 63, Series 66, Series 7, Series 55 and SIE licenses. Curtis is able to provide asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
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2
NJ
11/15/2010 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
NJ
05/24/2010 - 09/10/2010
CHASE INVESTMENT SERVICES CORP. (CHATHAM NJ)
NJ
06/19/2003 - 05/12/2010
AMERIPRISE FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
MN
06/19/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/05/1992 - 07/02/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
NA
05/31/1989 - 02/06/1992
NATIONAL FINANCIAL SERVICES CORPORATION
MA
09/24/1987 - 02/06/1992
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NA
06/02/1988 - 01/24/1989
LADENBURG, THALMANN & CO., INC.
BOTH
Issued 07/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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