Unclaimed
Curtis Michael Thomasco is a financial advisor registered with Ameriprise Financial Services, LLC. Curtis has been in the industry since 1997 and is active in Illinois, Louisiana and Texas. Curtis's primary business location is in Schaumburg, Illinois, but also works out of Alexandria, Louisiana. Curtis's expertise covers a broad range of financial services, including asset allocation, financial planning, and portfolio management for individuals and businesses. Curtis has a strong track record of success in helping clients 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.
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
IL
06/25/2015 - Present
Ameriprise Financial Services, LLC (Schaumburg IL)
MN
08/30/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
10/21/1997 - 11/24/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NE
08/22/1997 - 09/30/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 08/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Thomasco is the right advisor for you? Invested Better is here to help.