Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Rafter is a financial professional with over 5 years of experience in the industry. He is currently registered with MML Investors Services, LLC, and holds Series 63, 6TO, and SIE licenses. Curtis has worked with a variety of clients, including individuals, corporations, and trusts, and has experience in financial planning, portfolio management, and asset allocation programs. He is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals. Curtis has previously worked at Horner, Townsend & Kent, LLC, as well as with Mass Mutual Life Insurance Company.
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
MA
03/04/2024 - Present
MML Investors Services, LLC (BOSTON MA)
MA
01/21/2021 - 08/23/2021
HORNOR, TOWNSEND & KENT, LLC (WAKEFIELD MA)
MA
04/15/2019 - 12/09/2020
MML INVESTORS SERVICES, LLC (BOSTON MA)
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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