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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Damon Curtis is a financial advisor with Argent Advisors, Inc., with over 25 years of experience in the financial services industry. Trey has a comprehensive understanding of investment strategies and a commitment to helping individuals and families achieve their financial goals. Trey is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Trey holds Series 6, 7, 63, and 66 securities licenses. Trey's dedication to providing personalized financial guidance has helped establish him as a trusted advisor in the Monroe, Louisiana area.
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.
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.
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2
LA
02/29/2012 - Present
Argent Advisors, Inc. (MONROE LA)
LA
01/16/2003 - 10/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST MONROE LA)
LA
11/17/2000 - 01/17/2003
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
TN
07/24/2000 - 11/20/2000
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
AL
02/14/2000 - 07/07/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
11/11/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
07/30/1998 - 09/10/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
TX
10/03/1997 - 02/12/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
02/10/1997 - 07/31/1997
SIGNAL SECURITIES, INC. (FORT WORTH TX)
BOTH
Issued 01/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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