Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Hagner is an investment advisor representative with Edelman Financial Engines, based in Santa Clara, CA. Curtis has been in the financial services industry since 1999 and has a proven track record of success in providing financial advice to individuals and families. Curtis is a licensed investment advisor in Arizona, California and Texas. Curtis holds Series 7, 63 and 65 licenses. Curtis has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated; SagePoint Financial, Inc.; MetLife Securities Inc; Metropolitan Life Insurance Company and Allmerica Investments, Inc. Prior to joining Edelman Financial Engines, Curtis worked for Financial Engines Advisors L.L.C.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CA
09/06/2016 - Present
Edelman Financial Engines (SANTA CLARA CA)
AZ
08/07/2012 - 10/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
OR
04/10/2007 - 07/26/2012
SAGEPOINT FINANCIAL, INC. (BEND OR)
OR
04/25/2002 - 03/28/2007
METLIFE SECURITIES INC. (BEND OR)
OR
04/25/2002 - 03/28/2007
METROPOLITAN LIFE INSURANCE COMPANY (BEND OR)
MA
03/14/2001 - 04/22/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
KS
12/21/1999 - 02/21/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/4/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/3/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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