Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Lee Pepin is a financial advisor registered with the state of Washington and Idaho. Curtis has been in the financial industry since 1994. Curtis currently works at Badgley Phelps Wealth Managers in Seattle, Washington and is licensed with Series 6, 7, 63, and 66 licenses. Curtis has worked at several firms throughout his career, including RAFFERTY CAPITAL MARKETS, LLC, BERGER DISTRIBUTORS, INC., COLONIAL INVESTMENT SERVICES, INC., FBS INVESTMENT SERVICES, INC., and JANUS DISTRIBUTORS, INC. Curtis works with individual clients, corporations, charitable organizations, and pension plans. Curtis's areas of focus include financial planning, investment management, credit and cash management solutions, and insurance solutions.
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.
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.
Credit and cash management solutions. insurance solutions
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
WA
08/02/2021 - Present
Badgley Phelps Wealth Managers (Seattle WA)
NY
05/15/2002 - 05/30/2007
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
CO
12/15/1997 - 10/06/1999
BERGER DISTRIBUTORS, INC. (DENVER CO)
MA
01/16/1997 - 08/12/1997
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
MN
08/02/1995 - 01/01/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
CO
11/01/1994 - 08/17/1995
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 06/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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