Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Neil Porter is an investment advisor representative at First Heartland Consultants, Inc. and has been in the industry since August 25, 2000. Curtis has a wide range of experience in the financial services industry, including working with individuals, families, businesses, and retirement plans. Curtis has a Series 6, 7, 63 and 65 licenses and has worked with several firms in the past. In addition to being a registered investment advisor, Curtis also holds an insurance license. He is committed to helping clients reach their financial goals and providing personalized financial advice.
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
NH
03/20/2013 - Present
First Heartland Consultants, Inc. (LONDONDERRY NH)
OH
10/21/2009 - 11/11/2009
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NH
10/31/2008 - 09/08/2009
SAGEPOINT FINANCIAL, INC. (MANCHESTER NH)
NH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LONDONDERRY NH)
TX
06/26/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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