Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Shillingsford is a financial advisor with Summit Financial, LLC, located in Kirkwood, MO. Curtis has been in the financial services industry since 2019. Curtis has a Series 7TO, Series 66, and SIE. Curtis is registered with FINRA and the state of Missouri. Curtis is an active Registered Representative and has been working as an investment advisor since 2025.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MO
01/14/2025 - Present
Summit Financial, LLC (KIRKWOOD MO)
MO
08/30/2019 - 01/31/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Curtis Shillingsford is the right advisor for you? Invested Better is here to help.
