Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Stalter is a financial advisor who has been in the industry since October 1994. Curtis is registered as a broker-dealer with Stifel, Nicolaus & Company, Inc. and as an investment advisor representative with Stifel, Nicolaus & Company, Inc.. Curtis works with high net worth individuals, corporations or businesses, individuals other than high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, charitable organizations, insurance companies, investment clubs, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/26/1999 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
NY
10/23/2017 - 08/01/2023
MILLER BUCKFIRE & CO., LLC (NEW YORK NY)
NY
08/04/2020 - 09/15/2020
MOORELAND PARTNERS LLC (NEW YORK NY)
NY
02/28/2019 - 06/25/2019
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
CT
03/29/2018 - 07/10/2018
EATON PARTNERS, LLC (ROWAYTON CT)
CT
10/23/2017 - 03/29/2018
EATON PARTNERS, LLC (ROWAYTON CT)
BC
Issued 10/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/06/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Curtis Stalter is the right advisor for you? Invested Better is here to help.
