Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Mazer is a financial advisor with over 40 years of experience in the industry. Curtis has been registered with Osaic Wealth, Inc. since 2024 and has been providing financial advice to clients in multiple states throughout his career. His experience includes working with various client types, such as high-net-worth individuals, corporations, and retirement plans. Curtis offers a wide range of services, including financial planning, portfolio management, and educational seminars.
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.
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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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Holbrook NY)
NY
04/21/1999 - 09/13/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
02/16/1995 - 06/03/1999
DESCAP SECURITIES, INC. (NEW YORK NY)
MA
03/25/1988 - 02/17/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/21/1986 - 04/14/1988
NEW ENGLAND SECURITIES CORPORATION
NA
11/02/1979 - 06/17/1986
NML EQUITY SERVICES, INC.
NA
02/13/1985 - 06/09/1986
ROBERT W. BAIRD & CO. INCORPORATED
NA
03/09/1976 - 12/12/1979
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 10/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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