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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 Christensen is a financial advisor with Eagle Strategies LLC. Curtis has over 30 years of experience in the financial services industry, and is registered to provide investment advice and securities brokerage services in Iowa, Nebraska and Texas. He offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Curtis is a Chartered Financial Consultant and holds a Series 6, 7, 26, 63 and 65 licenses. He is also a registered representative with FINRA. In addition to working as a financial advisor, Curtis also owns and operates a light hauling and pet transportation business.
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.
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.
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2
NE
11/22/2016 - Present
Eagle Strategies LLC (OMAHA NE)
NE
10/14/2005 - 05/11/2007
PRINCOR FINANCIAL SERVICES CORPORATION (OMAHA NE)
MO
12/15/2000 - 09/28/2005
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
OH
03/21/1996 - 12/21/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MN
03/02/1992 - 10/30/1995
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 11/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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