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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Dwayne Pilkington is a financial advisor at The Ameriflex Group, providing comprehensive wealth management, financial planning and investment advisory services. Curtis has been in the financial industry since 1983, and holds a Series 6, Series 22, Series 63, and Series 65 licenses. He also holds a SIE exam. Curtis has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Curtis has been with The Ameriflex Group since December 2021 and has also been a Registered Representative at SAGEPOINT FINANCIAL, INC., and AMERICAN GENERAL SECURITIES INCORPORATED.
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.
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
CO
12/03/2021 - Present
THE Ameriflex Group (Sterling CO)
CO
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (STERLING CO)
CO
08/28/1989 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (STERLING CO)
GA
11/22/1983 - 08/31/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 02/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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