Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ryan Curtis is a financial advisor with Eaton Vance Management. Robert has been in the financial services industry since August 1999 and holds a Series 6, 7, 63, 65, 79TO, and SIE licenses. Robert is registered as a securities broker in Maine, Massachusetts, New Hampshire, and Vermont. Robert is also registered as an investment adviser in Massachusetts. Robert specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Robert also provides selection of other advisers services. Robert has over 20 years of experience in the financial services industry and is committed to providing clients with personalized investment advice and guidance.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
08/10/2009 - Present
Eaton Vance Management (BOSTON MA)
MA
08/14/1999 - 04/04/2000
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 03/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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