Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Duane Stoltzfus is a financial advisor with Silver Oak Securities, Inc. Curtis has been in the industry since April 17, 1995. Curtis has a Series 6, 7, 63 and 65 and is a CERTIFIED FINANCIAL PLANNER™. Curtis is registered in Pennsylvania and South Carolina. Curtis has been employed with Silver Oak Securities, Inc. since March 2023. Previously, Curtis worked at American Portfolios Financial Services, Inc. in Lancaster, PA and AXA Advisors, LLC in Lancaster, PA. Curtis is a member of FINRA and is licensed to provide investment advice in Pennsylvania and South Carolina. Curtis is committed to providing clients with a comprehensive financial plan and is dedicated to helping clients achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
03/01/2023 - Present
Silver OAK Securities, Inc. (Allentown PA)
PA
10/04/2011 - 03/01/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
04/18/1995 - 09/20/2011
AXA ADVISORS, LLC (LANCASTER PA)
NY
04/18/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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