Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Levalley is a financial advisor with over 30 years of experience in the industry. Curtis is currently registered with Osaic Wealth, Inc. and has been in the business since January 2, 1993. Curtis holds a Series 7, Series 63 and Series 66. Curtis also holds the Certified Financial Planner designation. Curtis is dedicated to providing financial advice to individuals and businesses in a variety of areas including retirement planning, investment management, and insurance. Curtis is committed to building long-term relationships with clients and helping them achieve their financial goals. Curtis is registered in numerous states including Florida, Illinois, Nebraska and Texas.
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
NE
02/26/2019 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LINCOLN NE)
NE
05/21/2013 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LINCOLN NE)
NE
01/03/2011 - 05/07/2013
WELLS FARGO ADVISORS, LLC (LINCOLN NE)
NE
11/08/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LINCOLN NE)
NE
06/02/1998 - 04/02/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
12/01/1995 - 05/07/1998
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
IL
07/19/1991 - 10/04/1994
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
NA
01/21/1988 - 10/08/1991
GENEVA SECURITIES,INC.
IL
08/15/1985 - 10/08/1991
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
NA
02/14/1987 - 01/30/1988
OPPENHEIMER & CO., INC.
NA
03/20/1985 - 08/15/1985
BROOKS WEINGER ROBBINS & LEEDS INC.
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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