linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Curtis Robert Shoch

Cantor Fitzgerald & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Curtis? Claim Your Profile

About Curtis Robert Shoch

Curtis Robert Shoch is a financial professional with over 20 years of experience in the industry. Curtis is currently registered with Cantor Fitzgerald & Co. in Irvine, CA. Curtis has previously worked with Orchard Securities, LLC, Concorde Investment Services, LLC, Inland Securities Corporation, Wells Investment Securities, INC., and Keogler, Morgan & Company, INC. Curtis holds Series 7, 24, 63, and 65 securities licenses.

Firm Information

Curtis Shoch is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Curtis Shoch’s Registration & Firm History

CA

01/03/2022 - Present

Cantor Fitzgerald & Co. (IRVINE CA)

UT

10/15/2020 - 12/09/2021

ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)

GA

10/25/2018 - 08/09/2019

CONCORDE INVESTMENT SERVICES, LLC (SUWANEE GA)

IL

02/15/2000 - 08/25/2016

INLAND SECURITIES CORPORATION (OAK BROOK IL)

GA

03/17/1998 - 02/09/2000

WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)

GA

12/15/1994 - 02/13/1998

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

Not sure if Curtis Robert Shoch is right for you?

Licenses & Designations

BC

Issued 11/30/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2013

Series 24 - General Securities Principal Examination

BC

Issued 08/25/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Curtis Robert Shoch.
Not sure if Curtis Robert Shoch is right for you?