Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rupert? Claim Your ProfileRupert Charles Curry is a financial advisor with Certified Advisory Corp. Rupert has been in the financial industry since March 15, 2002. Rupert has a variety of experience in the financial industry, including working for Charles Schwab & Co., Inc. and Wells Fargo Advisors, LLC. Rupert is registered with the state of Florida as an Investment Advisor Representative.
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.
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.
Solicitation fees
1
2
FL
08/11/2021 - Present
Certified Advisory Corp. (Altamonte Springs FL)
FL
12/22/2020 - 07/30/2021
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
03/02/2010 - 09/08/2020
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
12/18/2008 - 12/31/2009
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
10/03/2003 - 10/03/2008
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
09/25/2000 - 12/19/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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