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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Donnelly Curtin is an active registered investment advisor and broker. John has been in the industry since January 16, 1992. Currently John is registered with Ameriprise Financial Services, LLC, a firm based in Minneapolis, Minnesota. John has worked in the Boston area for Ameriprise Financial Services, LLC since 2005. John has a wide range of experience and expertise including portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and the selection of other advisors. John has extensive experience in the securities industry, holding both Series 63 and Series 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
MA
10/04/2006 - Present
Ameriprise Financial Services, LLC (Boston MA)
MN
01/17/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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