Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Lassiter is an active investment advisor representative with Edward Jones. Curtis has been in the financial industry since 2008 and has a wide range of experience in the industry. Curtis is registered in several states and has a strong track record of success. Curtis is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
VA
09/30/2024 - Present
Edward Jones (NORFOLK VA)
VA
07/31/2015 - 08/07/2020
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT NEWS VA)
VA
01/17/2012 - 07/31/2015
BB&T INVESTMENT SERVICES, INC. (GLOUCESTER VA)
VA
11/18/2010 - 01/13/2012
MORGAN STANLEY SMITH BARNEY (NEWPORT NEWS VA)
VA
02/12/2008 - 09/16/2010
WELLS FARGO ADVISORS, LLC (HAMPTON VA)
IA
Issued 06/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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