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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis James Hein is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Oak Park, Illinois. Curtis has been in the industry since 1996 and is a registered representative with both FINRA and the state of Illinois, as well as a Registered Investment Advisor in Texas. Curtis has a number of designations and specializations including Certified Financial Planner. Curtis' previous experience includes working with firms such as Citigroup Global Markets Inc., CitiCorp Investment Services, National Securities Corporation, and Madison Securities, Inc. Curtis Hein's firm, Cambridge Investment Research Advisors, Inc., provides a range of financial services including financial planning, portfolio management, and pension consulting. The firm's clients include individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Solicitation fees from 3rd party money managers
1
2
IL
01/14/2016 - Present
Cambridge Investment Research Advisors, Inc. (OAK PARK IL)
IL
05/29/2007 - 12/22/2009
CITIGROUP GLOBAL MARKETS INC. (RIVER FOREST IL)
IL
06/17/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (RIVERFOREST IL)
FL
04/18/2001 - 06/13/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IL
06/21/1996 - 05/01/2001
MADISON SECURITIES, INC. (CHICAGO IL)
IA
Issued 03/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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