Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denis? Claim Your ProfileDenis Richard Curcio is a financial advisor with over 20 years of experience in the financial services industry. Denis is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 24, 27, 63, and 66 securities licenses. Denis is currently registered with Wealth Enhancement Advisory Services, LLC. Denis is also a registered investment advisor representative for Wealth Enhancement Advisory Services, LLC. Previously, Denis worked for CETERA ADVISOR NETWORKS LLC, MML INVESTORS SERVICES, INC., and INTEGRITY INVESTMENTS, INC. Denis has a strong track record of providing financial advice to a diverse clientele, including individuals, families, businesses, and retirement plans. Denis is committed to providing his clients with personalized financial planning and investment management services.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NC
06/29/2022 - Present
Wealth Enhancement Advisory Services, LLC (CHARLOTTE NC)
NC
01/23/2015 - 12/02/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NC
03/09/2010 - 05/21/2013
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NC
07/31/2009 - 02/22/2010
MML INVESTORS SERVICES, INC. (CHARLOTTE NC)
FL
07/24/1997 - 07/25/2009
INTEGRITY INVESTMENTS, INC. (VENICE FL)
BOTH
Issued 04/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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