Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Felt is a financial professional registered with Fidelity Brokerage Services LLC. Curtis has been in the industry since 2019 and holds the Series 7, Series 63, and SIE exams. Curtis previously worked at MORGAN STANLEY and E*TRADE SECURITIES LLC. Curtis is licensed to offer financial services in 53 states.
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.
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.
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UT
07/15/2024 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
01/19/2023 - 04/03/2023
MORGAN STANLEY (Sandy UT)
UT
04/18/2018 - 04/03/2023
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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