Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Curtiss is a financial advisor with Fifth Third Securities, Inc., and has been in the industry since 2002. Kristie has a wide range of experience, specializing in portfolio management for individuals and businesses. Kristie is registered to provide investment advice in several states, including Illinois, Florida, Kentucky, Michigan, Texas, and Wisconsin. In addition to portfolio management, Kristie also provides financial planning and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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IL
11/30/2023 - Present
Fifth Third Securities, Inc. (ROCKFORD IL)
IL
11/13/2009 - 04/08/2014
PNC INVESTMENTS (LOVES PARK IL)
IL
10/09/2002 - 11/13/2009
NATCITY INVESTMENTS, INC. (LOVES PARK IL)
IA
Issued 9/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/5/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/8/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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