Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Krietzberg is a financial advisor registered with LPL Financial LLC and has been in the industry since 1996. Curtis has a wide range of experience in the financial services industry, having worked with several firms over the years, including Lincoln Financial Advisors Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Curtis holds the Series 4, 63, and 7 licenses, as well as the SIE certification, and has obtained the Chartered Financial Analyst designation. Curtis provides a variety of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Curtis is committed to helping clients achieve their financial goals and is dedicated to providing them with personalized service.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
04/20/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
12/22/2000 - 04/22/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (RED BANK NJ)
IN
12/22/2000 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
07/29/1996 - 11/06/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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