Unclaimed
Jack Curtis is a registered representative with Lion Street Advisors, LLC in Mission, Kansas. Jack has been in the securities industry since July 17, 2018. Jack has passed the Series 66, Series 7, and SIE exams. Jack is registered in Kansas, Missouri, and Oklahoma. Jack offers a variety of financial services including financial planning, life insurance, retirement plan, and investment advisory services. Jack is also an employee of Curtis & Associates Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
08/31/2018 - Present
Lion Street Advisors, LLC (Mission KS)
BOTH
Issued 08/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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