Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Catlin is a financial advisor with Osaic Wealth, Inc. based in POINCIANA, FL. Curtis is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry. Curtis has been a registered representative since 1996, working with a number of firms prior to joining Osaic Wealth, Inc. in January of 2025. Curtis specializes in providing comprehensive financial advice to individuals, families, and businesses. Curtis is dedicated to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.
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.
1
2
FL
01/24/2025 - Present
Osaic Wealth, Inc. (POINCIANA FL)
FL
03/07/2008 - 11/09/2009
LPL FINANCIAL CORPORATION (NAPLES FL)
FL
09/17/2007 - 01/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA SPRINGS FL)
FL
02/28/2006 - 09/18/2007
A. G. EDWARDS & SONS, INC. (BONITA SPRINGS FL)
MA
05/12/1997 - 03/01/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/12/1997 - 03/01/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/28/1996 - 02/21/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
01/01/1996 - 01/25/1996
T.R. WINSTON & COMPANY, INC. (BEDMINSTER NJ)
IA
Issued 06/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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