Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Douglas Eustis is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Curtis is active in both the broker-dealer and investment advisor industries. Curtis has been working in the financial services industry since January 27, 2000, and is currently registered in 39 states as well as the District of Columbia. Curtis's registrations include Series 7, 31, and 66. In addition to being registered with Merrill Lynch, Pierce, Fenner & Smith Inc., Curtis is also the general partner/managing member of BB1441, LLC, and a committee member of the Ochsner Neuroscience Institute.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
06/09/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW ORLEANS LA)
BOTH
Issued 03/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Curtis Eustis is the right advisor for you? Invested Better is here to help.
