Unclaimed
John Michael Day is a financial advisor with Curi RMB Capital, LLC. John has been in the industry since 1980. John specializes in financial planning, portfolio management for individuals, businesses, pooled investment vehicles, investment companies, and selection of other advisors. John is a Chartered Financial Analyst. John is registered in North Carolina. John previously worked at THOMSON MCKINNON SECURITIES INC. and CAROLINA SECURITIES CORPORATION.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
01/22/2024 - Present
Curi RMB Capital, LLC (Raleigh NC)
NY
02/24/1988 - 11/08/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
09/26/1980 - 02/24/1988
CAROLINA SECURITIES CORPORATION
BC
Issued 08/23/1982
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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