Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Curtis is a financial professional with over 5 years of experience in the financial services industry. Michael Curtis is currently registered with Allstate Financial Services, LLC. Michael J. Curtis has passed the Series 7TO, Series 63, Series 6, and Series 24 exams. Michael Curtis previously held positions at Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, LLC.
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.
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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NE
05/23/2023 - Present
Allstate Financial Services, LLC (Lincoln NE)
WI
05/25/2021 - 08/22/2022
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
03/17/2017 - 06/15/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
BC
Issued 05/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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