Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Thayer Almy is a financial advisor with over 35 years of experience in the industry. Curtis is currently registered with Osaic Wealth, Inc. and has held previous registrations with Securities America, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Curtis has a wide range of experience serving individuals, families, businesses, and non-profit organizations. Curtis holds licenses in several states, including Montana, Texas, Arizona, Colorado, Minnesota, Nebraska, Nevada, North Dakota, South Dakota, Washington, Wisconsin and Wyoming. Curtis has obtained several professional designations including Certified Financial Planner. Curtis specializes in providing a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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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VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
MT
02/04/2015 - 06/14/2024
SECURITIES AMERICA, INC. (MILES CITY MT)
MT
12/22/1987 - 02/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MILES CITY MT)
MN
12/22/1987 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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