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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Curtis is a financial advisor who specializes in providing portfolio management services for individuals, businesses, and charitable organizations. Ryan is also a registered investment advisor and holds the Series 7, 63, and 65 licenses. Ryan has over 20 years of experience in the financial services industry. Ryan is currently affiliated with Curtis Advisory Group, LLC, a firm based in Santa Barbara, California. Curtis Advisory Group offers a variety of services, including financial planning, pension consulting, and investment oversight. Ryan has a long history in the financial services industry and has been with Curtis Advisory Group since 2009. Prior to joining Curtis Advisory Group, Ryan worked at Wells Fargo Investments, LLC.
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.
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.
Independent performance reporting and investment oversight
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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CA
03/20/2019 - Present
Curtis Advisory Group, LLC (SANTA BARBARA CA)
CA
07/11/2001 - 11/30/2005
WELLS FARGO INVESTMENTS, LLC (MONTECITO CA)
CA
01/20/2000 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
MO
05/19/1997 - 01/19/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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