linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Joseph Curry

Tradier Brokerage, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Joseph Curry

Robert Curry is a financial advisor who has been in the industry since December 13, 2000. Robert is currently registered with Tradier Brokerage, Inc. in Charlotte, North Carolina. Prior to working with Tradier Brokerage, Inc., Robert was registered with WELLS FARGO CLEARING SERVICES, LLC, MML INVESTORS SERVICES, LLC, LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, VANGUARD MARKETING CORPORATION, SUSQUEHANNA FINANCIAL GROUP, LLLP, and PRUDENTIAL EQUITY GROUP, LLC.

Firm Information

Robert Curry is currently registered with Tradier Brokerage, Inc.. Tradier Brokerage, Inc. is a corporation that was formed on September 17, 1993. They are registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Curry’s Registration & Firm History

NC

04/14/2021 - Present

Tradier Brokerage, Inc. (CHARLOTTE NC)

NC

10/23/2019 - 03/30/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

NC

02/27/2018 - 06/04/2019

MML INVESTORS SERVICES, LLC (CHARLOTTE NC)

SC

11/03/2015 - 01/24/2018

LPL FINANCIAL LLC (FORT MILL SC)

NC

02/19/2015 - 09/29/2015

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

NC

06/09/2011 - 10/08/2012

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

NY

01/02/2008 - 12/01/2008

SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)

NY

12/08/1994 - 06/20/2007

PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)

Not sure if Robert Joseph Curry is right for you?

Licenses & Designations

BC

Issued 03/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Curry.
Not sure if Robert Joseph Curry is right for you?