Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Martin Hill is an investment advisor representative registered with Portfolio Medics, LLC, with offices in Los Angeles, CA and Long Beach, CA. Curtis has been in the financial services industry since 1994 and has a Series 63, 66, 3, 7, 31 and SIE license. Curtis is a Certified Financial Planner and specializes in Portfolio Management for Individuals and Financial Planning. Curtis is a veteran of the financial services industry with experience at numerous firms.
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.
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
CA
08/01/2019 - Present
Portfolio Medics, LLC (Los Angeles CA)
CA
04/07/2016 - 08/01/2019
SECURITIES AMERICA, INC. (LOS ANGELES CA)
CA
12/13/2013 - 04/11/2016
CETERA ADVISORS LLC (ENCINO CA)
CA
11/25/2013 - 12/17/2013
D.A. DAVIDSON & CO. (ENCINO CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (ENCINO CA)
CA
01/09/2009 - 11/04/2013
CROWELL, WEEDON & CO. (ENCINO CA)
CA
11/28/2003 - 01/21/2009
RBC CAPITAL MARKETS CORPORATION (BEVERLY HILLS CA)
NY
08/03/1994 - 12/02/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
05/11/1994 - 07/21/1994
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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