Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Anthony Decurtis is a financial advisor at Edelman Financial Engines in Hampstead, NH. Sergio has been working in the financial services industry since 1992 and has a wide range of experience, including investment advisory services, financial planning, and pension consulting. Sergio is also a Registered Representative and holds the Series 6, 7, 24, 28, 51, 63, 65, and 99TO licenses. Sergio has a strong commitment to helping clients achieve their financial goals, and he is committed to providing personalized service and objective advice.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
RI
03/13/2024 - Present
Edelman Financial Engines (PROVIDENCE RI)
RI
03/17/2006 - 02/12/2024
N.E. PRIVATE CLIENT ADVISORS, LTD. (PROVIDENCE RI)
RI
03/09/1992 - 11/22/2006
NEW ENGLAND SECURITIES (PROVIDENCE RI)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/03/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/09/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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