Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Calomeni is a registered Investment Advisor Representative with Mariner Independent, a firm with over 3.9 billion dollars in assets under management. Curtis has been in the industry since March 2022. Prior to joining Mariner Independent, Curtis worked at Ocean Heights Advisors, BNY Mellon Wealth Management, and Chapman University. Curtis is a Series 65 licensed individual and offers investment advisory services to individuals and businesses. Curtis focuses on providing investment advice in the following areas: retirement planning, financial planning, college savings, and estate planning.
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.
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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CA
07/22/2022 - Present
Mariner Independent (Newport Beach CA)
IA
Issued 07/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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