Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Nagai is a financial advisor with Commonwealth Financial Network. Curtis has been in the financial industry since 1985. Curtis has passed several exams and holds a variety of licenses. Curtis is registered in multiple states. Curtis works with a variety of clients, including individuals, families, businesses, and non-profit organizations. Curtis specializes in a variety of areas, including retirement planning, investment management, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
06/28/2017 - Present
Commonwealth Financial Network (Tukwila WA)
WA
05/13/2016 - 07/05/2017
SIGNATOR INVESTORS, INC. (TUKWILA WA)
WA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TUKWILA WA)
WA
01/05/1994 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (TUKWILA WA)
IA
01/15/1990 - 01/04/1994
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
02/25/1985 - 01/15/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Nagai is the right advisor for you? Invested Better is here to help.
