Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Cluster is an investment advisor representative with Fisher Investments, a firm with approximately $1 billion to $10 billion in assets under management. Curtis has been in the industry since 1997 and holds Series 63 and 65 licenses. Curtis has experience working with a variety of clients including individuals, high net worth individuals, insurance companies, corporations, charitable organizations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/09/2022 - Present
Fisher Investments (PLANO TX)
NY
01/22/2018 - 04/22/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AMHERST NY)
NY
05/01/2017 - 08/01/2017
PARK AVENUE SECURITIES LLC (BUFFALO NY)
NY
06/28/2006 - 04/12/2017
SCOTTRADE, INC. (WILLIAMSVILLE NY)
NY
03/16/1998 - 06/19/2006
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
08/14/1997 - 01/14/1998
SHARPE CAPITAL, INC. (NEW YORK NY)
NY
07/21/1997 - 09/09/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 07/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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