Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Casey is a financial advisor with Ameriprise Financial Services, LLC in Charlotte, NC, serving clients for over 20 years. Curtis is a registered representative with Series 7, 31, and 66 licenses and has a specialization in providing asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals to high-net-worth individuals, corporations, trusts, estates, and charitable organizations. Curtis has experience working with both large institutional and individual clients. His firm Ameriprise Financial Services, LLC is headquartered in Minneapolis, MN and has over 140,000 clients across the US. Ameriprise Financial Services, LLC specializes in a wide range of financial planning and investment advisory services, including portfolio management for both 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NC
02/15/2024 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
MN
12/14/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
05/07/2001 - 12/13/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 05/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Casey is the right advisor for you? Invested Better is here to help.
