Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Henderson is a financial advisor registered with Cadaret, Grant & CO., Inc. with over 39 years of experience in the financial industry. Henderson's main office is located in Youngstown, New York. Henderson has passed the Series 6, Series 7 and SIE exams and is a Chartered Financial Consultant. Curtis has previously worked for CADARET, GRANT & CO., INC. and MML INVESTORS SERVICES, INC.. Henderson is registered in 14 states and is currently licensed to provide securities and investment advisory services in New York and Texas. Curtis has also been a registered insurance agent since 2012.
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.
1
2
NY
09/30/2024 - Present
Cadaret, Grant & CO., Inc. (Youngstown NY)
NA
05/08/1987 - 10/02/1989
CADARET, GRANT & CO., INC.
NA
08/17/1984 - 03/26/1987
MML INVESTORS SERVICES, INC.
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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