Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Edward Meono is a financial advisor with over 15 years of experience in the financial services industry. Curtis has held positions with Waddell & Reed, Inc., ProEquities, Inc., First Investors Corporation, Walnut Street Securities, Inc., Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Curtis currently works at Cetera Investment Advisers LLC, a firm with over $100 billion in assets under management. Curtis specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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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MI
06/29/2023 - Present
Cetera Investment Advisers LLC (PINCKNEY MI)
MI
09/03/2013 - 12/31/2015
CETERA ADVISOR NETWORKS LLC (BRIGHTON MI)
CA
05/01/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
02/17/2011 - 07/18/2011
WADDELL & REED, INC. (EL PASO TX)
TX
09/13/2010 - 11/24/2010
PROEQUITIES, INC. (EL PASO TX)
MI
10/19/2001 - 09/09/2009
FIRST INVESTORS CORPORATION (LIVONIA MI)
BOTH
Issued 03/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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