Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Jay Christensen is a financial advisor with over 30 years of experience in the financial services industry. Curtis is currently registered with Eagle Strategies LLC and is also a Registered Investment Advisor in Nebraska. Curtis has a wide range of experience in the financial services industry, having worked with a variety of firms, including Princor Financial Services Corporation, UMB Scout Brokerage Services, Inc., Capital Analysts, Incorporated, and AAL Capital Management Corporation. Curtis has a strong track record of providing financial advice to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Curtis is also a Chartered Financial Consultant and has a variety of designations and licenses. Curtis is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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 3/5/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 2/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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