Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Stafford Heinz has been in the financial services industry since March 14, 1978. He is currently registered with Empower Advisory Group, LLC, a firm based in Greenwood Village, CO, and is also registered in North Carolina. Curtis has held previous positions at LPL Financial LLC, Raymond James Financial Services, Inc., Edward Jones, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Curtis specializes in providing financial planning, portfolio management, and educational seminars to individuals and families. He holds the Certified Financial Planner and Chartered Financial Consultant designations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
NC
05/15/2024 - Present
Empower Advisory Group, LLC (CHARLOTTE NC)
NC
11/20/2023 - 04/22/2024
ALLSTATE FINANCIAL SERVICES, LLC (Charlotte NC)
NC
07/27/2006 - 08/12/2016
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
05/05/2000 - 07/28/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTE NC)
MO
10/17/1995 - 05/15/2000
EDWARD JONES (ST. LOUIS MO)
NY
05/22/1992 - 10/03/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/15/1989 - 04/03/1992
G. R. PHELPS & CO., INC.
GA
12/24/1986 - 12/31/1988
THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)
NA
12/22/1982 - 01/02/1987
GEORGE K. BAUM & COMPANY
NA
11/04/1981 - 01/05/1983
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/01/1970 - 12/21/1981
CONNECTICUT MUTUAL LIFE INSURANCE COMPANY
NA
03/20/1980 - 09/04/1981
THE COLUMBIAN SECURITIES CORPORATION
BC
Issued 04/23/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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