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Kevin T Curtiss

Pimco Investments LLC

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About Kevin T Curtiss

Kevin Curtiss is a financial professional with over 13 years of experience in the industry. Kevin is currently registered with Pimco Investments LLC, based out of their Newport Beach, CA office. Previously Kevin worked at Allianz Global Investors Distributors LLC in New York. Kevin is licensed to sell securities in all 50 states.

Firm Information

Kevin Curtiss is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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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Kevin Curtiss’s Registration & Firm History

CA

02/14/2011 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

NY

11/12/2008 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2021

Series 24 - General Securities Principal Examination

BC

Issued 12/17/2018

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin T Curtiss.
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