Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Brian Curley is a registered investment advisor representative with Fisher Investments. Donald has been in the industry since 1994. Donald holds the Series 6, Series 7, Series 63 and Series 65 licenses. Donald has previously worked at Signator Investors, Inc., Templeton/Franklin Investment Services, Inc., Franklin/Templeton Distributors, Inc. and Fortis Investors, Inc.. Donald has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, pooled investment vehicles, insurance companies, investment companies and state or municipal government entities. Donald provides portfolio management, financial planning and portfolio assessment 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
02/21/2007 - Present
Fisher Investments (CAMAS WA)
MA
08/07/2003 - 12/31/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
CA
12/22/1998 - 02/01/2002
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
CA
07/21/1995 - 12/22/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MN
10/14/1994 - 11/15/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 08/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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