Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Cloke is a financial advisor at J.W. Cole Advisors, Inc. Curtis has been in the financial services industry since 1988. Curtis specializes in providing financial planning, portfolio management for businesses and individuals, educational seminars and selection of other advisors. Curtis is also a President & Owner at Acuity Financial, Inc, President/CEO of Thrive Income Distribution LLC and a Silent Partner in The Drake, LLC.
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.
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.
Hourly & fixed rate consulting
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
IA
04/19/2016 - Present
J. W. Cole Advisors, Inc. (Burlington IA)
IA
08/30/2004 - 04/26/2016
INVEST FINANCIAL CORPORATION (BURLINGTON IA)
NJ
10/12/1988 - 09/20/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
10/12/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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