Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Montgomery Minks is an active Investment Advisor Representative, registered with the state of Georgia and Alabama. Curtis has been working in the financial services industry since 1998, and has experience with Woodstock Wealth Management, Inc., Woodstock Financial Group, Inc., KOVACK SECURITIES INC., Resource Horizons Group LLC, Money Concepts Capital Corp, Invest Financial Corporation, Colony Park Financial Services LLC., Interfirst Capital Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dean Witter Reynolds Inc., PaineWebber Incorporated, and Thomas F. White & Co., Incorporated. Curtis has passed the Series 7, Series 31, and Series 65 exams. Curtis currently works for Woodstock Wealth Management, Inc. and is a member of the firm's Woodstock, GA office. Curtis specializes in Retirement planning, Mutual Funds, Stocks, Bonds, and ETFs.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
06/25/2018 - Present
Woodstock Wealth Management, Inc. (WOODSTOCK GA)
AR
01/13/2022 - 12/31/2022
ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)
GA
04/18/2016 - 12/06/2019
WOODSTOCK FINANCIAL GROUP, INC. (Lawrenceville GA)
GA
10/15/2014 - 12/31/2015
KOVACK SECURITIES INC. (Marietta GA)
GA
10/06/2010 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
03/11/2010 - 09/01/2010
MONEY CONCEPTS CAPITAL CORP (ACWORTH GA)
GA
10/11/2005 - 10/21/2008
INVEST FINANCIAL CORPORATION (MARIETTA GA)
SC
05/15/2003 - 09/29/2004
COLONY PARK FINANCIAL SERVICES LLC. (GREENVILLE SC)
CA
10/29/2001 - 03/15/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
NY
12/21/1999 - 07/24/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/03/1998 - 12/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
01/02/1998 - 09/28/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
01/15/1996 - 01/22/1998
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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