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John Curtis

Deloitte Corporate Finance LLC

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About John Curtis

John Curtis is a registered representative with Deloitte Corporate Finance LLC, a broker-dealer firm registered with FINRA and the Securities and Exchange Commission. John has been in the financial services industry since August 2013. John has a broad base of experience and holds the Series 7, Series 24, Series 63, and Series 79TO licenses. John is registered in 49 states and the District of Columbia.

Firm Information

John Curtis is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

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.

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John Curtis’s Registration & Firm History

NC

08/08/2013 - Present

Deloitte Corporate Finance LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2016

Series 24 - General Securities Principal Examination

BC

Issued 04/28/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Curtis.
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