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 Yourkievitz is a financial advisor with J. W. Cole Advisors, Inc. Curtis has been in the financial services industry since 2005 and holds multiple licenses and certifications, including the Series 7, 6, and 63, as well as the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination. Curtis is a Certified Financial Planner and has experience providing financial advice to individuals, families, and businesses. Curtis offers hourly & fixed rate consulting, financial planning, educational seminars, selection of other advisers, and portfolio management services for individuals and businesses.
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.
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.
Hourly & fixed rate 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.
1
2
FL
04/01/2009 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
07/08/2008 - 12/10/2008
MONEY CONCEPTS CAPITAL CORP (SAINT PETERSBURG FL)
FL
09/08/2005 - 04/17/2008
INTERSECURITIES, INC. (TAMPA FL)
NC
01/24/2005 - 09/08/2005
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
IA
Issued 10/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Yourkievitz is the right advisor for you? Invested Better is here to help.
