Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Curtis has been in the financial services industry since March 3, 1982. Michael is a Registered Representative with Commonwealth Financial Network in Liverpool, NY. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael has experience working with high-net-worth individuals, corporations, and pension plans. Michael offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Commonwealth Financial Network (Liverpool NY)
NY
05/24/1999 - 07/03/2023
CADARET, GRANT & CO., INC. (Liverpool NY)
DE
02/06/1990 - 05/21/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CT
07/28/1988 - 03/19/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
02/24/1983 - 07/18/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
02/21/1982 - 07/18/1988
PRUCO SECURITIES CORPORATION
BC
Issued 08/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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