Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis McClure is a registered representative with Edward Jones. Curtis McClure is a financial advisor with over 17 years of experience. Curtis McClure has Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Curtis McClure is also a Chartered Financial Consultant. Curtis McClure has offices in Greenwood, Indiana and is registered to provide investment advice in 27 states. Curtis McClure provides financial planning, pension consulting, and selection of other advisors. Curtis McClure is affiliated with Edward Jones, a firm with $10 billion to $50 billion in assets under management. Edward Jones is a large firm with approximately 5,086,856 client accounts.
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.
See schedule d - miscellaneous
1
2
IN
01/09/2019 - Present
Edward Jones (GREENWOOD IN)
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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