Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Daniel Curtis is a registered investment advisor in Virginia. Todd is currently registered with Knights Of Columbus Asset Advisors Llc. Todd has previously worked for FARMERS FINANCIAL SOLUTIONS, LLC, NATIONWIDE SECURITIES, INC., PRUCO SECURITIES, LLC., JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY and FIRST INVESTORS CORPORATION. Todd has passed the Series 63, Series 65, Series 6 and Series 26 exams. Todd has been in the financial industry since 1990. Todd also works as a field agent for Knights of Columbus Insurance.
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.
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.
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.
1
2
CT
01/29/2024 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
VA
07/25/2006 - 07/01/2009
FARMERS FINANCIAL SOLUTIONS, LLC (GLEN ALLEN VA)
OH
02/17/2004 - 01/12/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
NJ
03/03/1993 - 02/06/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
01/22/1991 - 02/11/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/22/1991 - 02/11/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
03/13/1990 - 06/13/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Todd Curtis is the right advisor for you? Invested Better is here to help.
