Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Mello is a financial advisor at LPL Financial LLC. Curtis has been in the financial industry since June 23, 1982. Curtis has a diverse range of experience, having worked with various firms over the years. Curtis's expertise extends to multiple areas, including financial planning and portfolio management for individuals and businesses. He is a registered representative and has a Series 7, Series 6, Series 22, and Series 24 licenses. Currently, Curtis is registered in seven states: California, Florida, Massachusetts, New York, Ohio, Rhode Island, and Virginia.
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.
Consulting and other non-discretionary advisory services
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
MA
02/14/2018 - Present
LPL Financial LLC (NEW BEDFORD MA)
MA
07/16/1998 - 02/14/2018
SII INVESTMENTS, INC. (NEW BEDFORD MA)
AZ
11/19/1989 - 07/22/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CO
11/28/1990 - 12/31/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NA
04/16/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/24/1982 - 05/13/1987
IDS LIFE INSURANCE COMPANY
NA
06/24/1982 - 05/01/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
06/24/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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