Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Jon Vorachek is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Curtis has been in the industry since April 2006. Curtis has passed the Series 66, SIE, and Series 7 exams. Curtis provides financial planning and investment management services to individuals, businesses, and retirement plans. Curtis is also an officer and Vice President at Hickory Point Bank & Trust.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
06/21/2022 - Present
Raymond James Financial Services Advisors, Inc. (Springfield IL)
IL
09/26/2017 - 01/14/2022
U.S. BANCORP INVESTMENTS, INC. (SPRINGFIELD IL)
IL
10/01/2014 - 10/19/2015
TRIAD ADVISORS, INC. (SPRINGFIELD IL)
IL
10/01/2008 - 10/13/2014
J.P. MORGAN SECURITIES LLC (SPRINGFIELD IL)
IL
01/11/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SPRINGFIELD IL)
IL
06/10/2002 - 04/13/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
03/06/2002 - 05/10/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 07/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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