Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Fugate is an investment advisor representative with Newfront Retirement Services, Inc. based in Sacramento, CA. Curtis has been in the industry since 2014. Curtis currently holds a Series 65 license. Curtis has previously worked at Newport Group and ABD Insurance and Financial Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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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CA
10/08/2021 - Present
Newfront Retirement Services, Inc. (SAN FRANCISCO CA)
IA
Issued 10/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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