Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Lavel Beulah is a financial advisor with over 27 years of experience in the industry. Curtis is currently registered with Osaic Wealth, Inc. and has previously worked with SECURITIES AMERICA, INC., INVESTACORP, INC., LPL FINANCIAL LLC, INVESTORS CAPITAL CORP., WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC. Curtis holds a Series 63, Series 26, SIE and Series 6 licenses. Curtis is currently registered in Delaware, District of Columbia, Florida, Maryland, North Carolina, Pennsylvania, South Carolina, Texas 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.
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
MD
06/14/2024 - Present
Osaic Wealth, Inc. (Belcamp MD)
MD
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Belcamp MD)
MD
01/24/2017 - 07/17/2020
INVESTACORP, INC. (Nottingham MD)
MD
11/15/2011 - 01/20/2017
LPL FINANCIAL LLC (NOTTINGAM MD)
MD
08/06/2002 - 11/18/2011
INVESTORS CAPITAL CORP. (NOTTINGHAM MD)
GA
04/12/2002 - 08/08/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/03/1995 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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