Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Wilson Taylor has over 30 years of experience in the financial industry. Curtis is a registered representative with USA Financial Securities LLC. In their role, they provide financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They are also registered in multiple states, including Georgia, North Carolina, Ohio, South Carolina, Tennessee, and Virginia. Previously, Curtis was with Capital Investment Group, Inc., USA Financial Securities Corporation, Hornor, Townsend & Kent, Inc., and Equity Services, Inc. They hold licenses Series 6, SIE and Series 63. Curtis is a valuable resource for individuals and families looking for guidance with their financial planning needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
08/01/2019 - Present
USA Financial Securities LLC (Denver NC)
NC
05/21/2018 - 08/30/2019
CAPITAL INVESTMENT GROUP, INC. (DENVER NC)
NC
07/23/2015 - 05/24/2018
USA FINANCIAL SECURITIES CORPORATION (Denver NC NC)
NC
04/09/2012 - 07/23/2015
HORNOR, TOWNSEND & KENT, INC. (CORNELIUS NC)
NC
04/20/2006 - 04/10/2012
EQUITY SERVICES, INC. (CHARLOTTE NC)
NY
07/11/2000 - 03/22/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
02/17/1987 - 06/27/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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