Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Weeks is a financial advisor registered with Planmember Securities Corp. and has over 7 years of experience in the industry. Curtis Weeks is licensed to provide investment advice in Iowa. He holds the Series 6, Series 63, Series 65 and SIE licenses. Curtis Weeks has worked at Planmember Securities Corp. since 2018. Before that, Curtis Weeks worked at Parkland Securities, LLC and Country Capital Management Company. Curtis Weeks is also affiliated with The Advisory Group, Inc. Curtis Weeks has experience working with a range of clients, including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
07/15/2019 - Present
Planmember Securities Corp. (Davenport IA)
IA
03/05/2014 - 11/13/2018
PARKLAND SECURITIES, LLC (DAVENPORT IA)
IA
09/01/2011 - 03/05/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (DAVENPORT IA)
IA
Issued 07/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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