Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Morrow is a financial advisor with over 40 years of experience in the financial industry. Curtis has worked at several financial institutions including Kestra Financial Services, Inc, Triad Advisors, and Gallagher Fiduciary Advisors, LLC. Curtis is registered as an Investment Advisor Representative in Ohio and has a Series 6, 26, and 63 licenses. Curtis specializes in helping individuals and businesses with their financial planning, portfolio management, and retirement planning needs. Curtis holds a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designation. He is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
See schedule d misc. for explanation
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.
1
2
OH
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Dublin OH)
OH
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Dublin OH)
OH
11/21/2013 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (DUBLIN OH)
OH
11/18/1998 - 05/17/2010
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
05/07/1992 - 11/20/1998
FUNDSELECT ADVISERS, INC. (COLUMBUS OH)
NJ
11/21/1990 - 04/10/1992
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
SC
09/18/1990 - 12/11/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
03/15/1989 - 09/18/1990
KANON BLOCH CARRE & CO., INC. (BOSTON MA)
NJ
11/15/1981 - 03/20/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 08/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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