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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Curtis is a financial advisor with Lion Street Advisors, LLC, a firm based in Austin, Texas. Jeffrey is licensed to provide investment advice in Kansas and Missouri, as well as in California, Colorado, Florida, Georgia, Nebraska, New Jersey, Oklahoma, Pennsylvania, and Texas. Jeffrey has been in the industry since 1991 and is registered with FINRA.
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.
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2
KS
03/21/2016 - Present
Lion Street Advisors, LLC (Mission KS)
KS
07/17/2015 - 08/19/2015
WFG INVESTMENTS, INC. (PRAIRIE VILLAGE KS)
KS
09/14/2012 - 07/17/2015
WFG INVESTMENTS, INC. (PRAIRIE VILLAGE KS)
KS
09/02/1997 - 10/02/2012
NFP SECURITIES, INC. (PRAIRIE VILLAGE KS)
MN
12/16/1991 - 09/09/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
AZ
09/19/1991 - 12/03/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 01/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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