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 is a financial professional with over 40 years of experience in the industry. Michael holds a Series 6, 7, 22, 63, and 65 license and is also a Chartered Financial Consultant. Michael is a registered representative of Cambridge Investment Research Advisors, Inc. and has been with the firm since 2006. In addition to his role at Cambridge, Michael is also a Managing Member of Curtis Financial Services LLC. Michael is committed to helping clients achieve their financial goals through a variety of services, including financial planning, portfolio management, and insurance.
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.
Solicitation fees from 3rd party money managers
1
2
FL
10/03/2006 - Present
Cambridge Investment Research Advisors, Inc. (PUNTA GORDA FL)
IA
03/30/1982 - 10/04/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MUSCANTINE IA)
WI
07/18/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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