Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Sheldon is a financial advisor with C.l. Sheldon & Company, LLC, based in FAIRFAX STATION, VA. Curtis has been in the financial services industry since September 2009. Curtis is registered to provide investment advisory services in Colorado, Florida, Texas and Virginia. Curtis is also a Certified Financial Planner. Curtis Sheldon and C.l. Sheldon & Company, LLC primarily serve high-net-worth individuals and individuals other than high-net-worth. They also offer financial planning and portfolio management for individuals.
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.
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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VA
01/11/2011 - Present
C.l. Sheldon & Company, LLC (FAIRFAX STATION VA)
IA
Issued 12/20/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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