Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Oneal Irby is a financial advisor with MML Investors Services, LLC. Curtis has been in the financial industry since March 1996. Curtis is registered with the state of Connecticut as an Investment Advisor Representative and a Broker. Curtis specializes in a variety of financial services, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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 programs
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.
Solicitors fees
1
2
CT
08/14/2023 - Present
MML Investors Services, LLC (SHELTON CT)
CT
10/25/1996 - 10/11/2022
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
GA
01/07/1992 - 06/07/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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