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 Smith is a financial advisor at Avior Wealth Management, LLC. Curtis has over 18 years of experience in the financial services industry. Curtis holds the Series 7, Series 31, and Series 66 licenses. Curtis has worked with a wide range of clients, including individuals, families, businesses, and institutions. Curtis provides a variety of financial services, including investment management, financial planning, and retirement planning. Curtis is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Curtis is also a Registered Representative of Avior Wealth Management, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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AZ
10/17/2022 - Present
Avior Wealth Management, LLC (SCOTTSDALE AZ)
AZ
10/02/2018 - 10/03/2022
KINGSWOOD CAPITAL PARTNERS, LLC (Scottsdate AZ)
AZ
05/01/2009 - 10/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
NE
11/03/2005 - 04/13/2009
WELLS FARGO INVESTMENTS, LLC (LINCOLN NE)
NY
09/06/2004 - 09/20/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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