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Curtis Heimke

Cetera Advisors LLC

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About Curtis Heimke

Curtis Heimke is a financial professional registered with Cetera Advisors LLC. Curtis has been in the industry since May 3, 2018. Curtis has passed the Securities Industry Essentials Examination and the Operations Professional Examination. The advisor is located in West Des Moines, IA.

Firm Information

Curtis Heimke is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Curtis Heimke’s Registration & Firm History

IA

07/03/2018 - Present

Cetera Advisors LLC (WEST DES MOINES IA)

IA

07/03/2018 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Heimke.
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