Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Calhoun Curtis is a financial advisor with over 40 years of experience in the industry. Robert Curtis has a wide range of experience, having worked at firms such as UBS Financial Services Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., Kidder, Peabody & Co. Incorporated, and Stifel, Nicolaus & Company, Incorporated. Robert Curtis specializes in providing a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Robert Curtis is currently registered with Raymond James & Associates, Inc. and holds the Series 63, Series 7, and SIE licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MO
05/03/2024 - Present
Raymond James & Associates, Inc. (ST LOUIS MO)
MO
03/20/2009 - 05/13/2024
UBS FINANCIAL SERVICES INC. (Clayton MO)
MO
07/31/1993 - 04/08/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
NY
07/10/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/29/1986 - 07/25/1989
KIDDER, PEABODY & CO. INCORPORATED
NA
03/22/1984 - 02/06/1986
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BC
Issued 03/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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