Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Curtis is a financial professional with over 20 years of experience in the industry. David is currently registered with Fidelity Brokerage Services LLC. David holds Series 6, 7, 9, 10, 63, and SIE licenses and is registered in Colorado, Massachusetts, Texas, and Utah. David has previously worked at The Benham Group.
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.
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.
1
2
CO
03/04/2016 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
NA
05/19/1995 - 05/17/1996
THE BENHAM GROUP
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/14/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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