Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Knorr is a financial advisor with over 35 years of experience in the industry. Curtis is currently registered with Global Retirement Partners LLC and RPA Financial, LLC. Curtis is a Chartered Financial Analyst and has passed the Uniform Investment Adviser Law Examination. Curtis has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Curtis offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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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NC
12/08/2022 - Present
Global Retirement Partners LLC (Charlotte NC)
IA
Issued 01/04/1993
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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