Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Kuramoto is a financial advisor with over 30 years of experience in the industry. Curtis is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to that, Curtis worked at NEW ENGLAND SECURITIES. Curtis specializes in providing portfolio management services to a wide range of clients, including individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Curtis holds a variety of licenses and certifications, including the Series 7, Series 6, Series 22, Series 31, Series 63, and Series 65. Curtis is committed to providing personalized financial advice to help his clients 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/31/1995 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
NY
07/20/1988 - 11/15/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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