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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Winston Neuman is a financial professional with over 20 years of experience. Curtis has experience in various firms, including MassMutual, MML Investors Services, LPL Financial LLC, and most recently Redwood Private Wealth. Curtis holds multiple licenses and certifications, including Series 7, Series 6, Series 63, Series 65 and Series 24. Currently, Curtis is a Managing Director at Redwood Tax Specialists and is registered as an Investment Advisor Representative (IAR) with Redwood Private Wealth.
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.
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FL
01/01/2025 - Present
Redwood Private Wealth (OCALA FL)
FL
06/30/2020 - 12/08/2021
MML INVESTORS SERVICES, LLC (Ocala FL)
FL
06/18/2015 - 06/30/2020
PURSHE KAPLAN STERLING INVESTMENTS (Ocala FL)
FL
01/09/2014 - 06/05/2015
USA FINANCIAL SECURITIES CORPORATION (OCALA FL)
FL
01/23/2002 - 12/31/2013
LPL FINANCIAL LLC (OCALA FL)
NE
07/13/2001 - 01/24/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
FL
12/20/1999 - 07/24/2001
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
06/01/1996 - 12/15/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
03/31/1995 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
IA
09/30/1993 - 03/16/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 03/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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