Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Curtiss is a financial advisor with over 20 years of experience in the industry. Robert holds both Series 66 and Series 7 licenses. He is also a Certified Financial Planner™. Robert is currently employed by Seia in Pasadena, CA. Robert has extensive experience working with individuals, corporations, and charitable organizations, providing a range of services, including financial planning, portfolio management, and selection of other advisors. Robert provides both discretionary and non-discretionary portfolio management for his clients. His firm specializes in working with high-net-worth individuals, pension and profit sharing plans, and corporations. Robert is committed to helping his clients achieve their financial goals and building long-term relationships.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/27/2019 - Present
Seia (Pasadena CA)
CA
11/02/2018 - 08/23/2023
OSAIC WEALTH, INC. (PASADENA CA)
CA
11/01/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PASADENA CA)
CA
11/25/2013 - 11/02/2016
D.A. DAVIDSON & CO. (PASADENA CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (PASADENA CA)
CA
05/05/2009 - 11/04/2013
CROWELL, WEEDON & CO. (PASADENA CA)
CA
04/17/2009 - 05/05/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (PASADENA CA)
CA
05/07/1998 - 04/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
NY
05/07/1998 - 05/14/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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