Invested Better
Unclaimed

Unclaimed

Unclaimed

David Kelly Curtis

Allstate Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Kelly Curtis

David Curtis is a financial advisor with Allstate Financial Services, LLC, with over 17 years of experience in the industry. David is registered with the state of Minnesota and holds Series 6, 63, and SIE licenses. David is also registered with the state of Texas and Wisconsin. Currently, David works out of the Coon Rapids, MN office.

Firm Information

David Curtis is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Curtis’s Registration & Firm History

MN

01/24/2005 - Present

Allstate Financial Services, LLC (COON RAPIDS MN)

Not sure if David Kelly Curtis is right for you?

Licenses & Designations

BC

Issued 01/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Kelly Curtis.
Not sure if David Kelly Curtis is right for you?