Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Diekevers is an investment advisor representative associated with Principal Securities, Inc. Curtis has been in the securities industry since 2008. Curtis is registered with the state of Iowa and Texas as well as several other states including Arizona, Arkansas, Colorado, Florida, Georgia, Idaho, Illinois, Minnesota, Missouri, Nebraska, South Carolina, South Dakota, Wisconsin. Curtis also has a Series 6, 7TO, 63 and 66 licenses. In addition to Curtis's role at Principal Securities, Inc., Curtis also has a role with Group Benefits LTD., a health insurance, dental and vision insurance company. Curtis is experienced in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/07/2021 - Present
Principal Securities, Inc. (West Des Moines IA)
BOTH
Issued 05/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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