Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Edmark is a financial professional with over 20 years of experience in the industry. Curtis is currently registered with Centaurus Financial, Inc. and holds a Series 6, Series 7 and Series 66 license, in addition to a SIE certification. Curtis is also a licensed insurance agent and works as a Registered Representative for Centaurus Financial, Inc. Curtis has held previous roles at USALLIANZ SECURITIES, INC., GUARDIAN INVESTOR SERVICES CORPORATION and MUTUAL OF OMAHA FUND MANAGEMENT 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.
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
VA
01/01/2025 - Present
Centaurus Financial, Inc. (LEESBURG VA)
MN
02/22/2001 - 10/01/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
11/26/1991 - 03/24/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NE
12/08/1986 - 11/11/1991
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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