Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis McNeal is a financial advisor with Ameriprise Financial Services, LLC. Curtis has been in the financial services industry since 1989. Curtis is registered as a broker-dealer and investment advisor in Alabama, Arkansas, Colorado, Florida, Georgia, Indiana, Minnesota, Mississippi, Missouri, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas. Curtis holds the Series 7, Series 63, and SIE licenses. Curtis is a Certified Financial Planner. Curtis provides financial planning, pension consulting, educational seminars, and other financial services to individuals, corporations, charitable organizations, and trusts. Ameriprise Financial Services, LLC is a large financial services company with over $1 trillion in assets under management.
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.
1
2
MS
01/20/2010 - Present
Ameriprise Financial Services, LLC (Starkville MS)
MN
01/24/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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