Unclaimed
Curtis Shoemaker is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Curtis has been working in the financial industry since 1973. Curtis has a Series 1, Series 6TO, Series 7TO, and Series 63 license. Curtis is registered in Florida, Kentucky, and Tennessee. Curtis also holds a life and health insurance license. Curtis is dedicated to providing comprehensive financial advice and 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.
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 programs
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.
Solicitors fees
1
2
TN
03/25/2017 - Present
MML Investors Services, LLC (Knoxville TN)
TN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (KNOXVILLE TN)
TN
08/22/1981 - 01/02/2015
NEW ENGLAND SECURITIES (KNOXVILLE TN)
NA
12/14/1973 - 09/11/1981
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
12/14/1973 - 08/23/1981
LINCOLN FINANCIAL ADVISORS CORPORATION
BC
Issued 10/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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