Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Curtin is an Investment Advisor Representative at Equity Services, Inc. David is registered to provide investment advisory services in Montana. David has been in the industry since 2023 and has experience in financial services, insurance and retail. David also has a background in education, having worked at Kalispell Middle School and Kalispell High School.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
05/23/2024 - Present
Equity Services, Inc. (MONTPELIER VT)
IA
Issued 05/22/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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