Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Curtis is an active investment advisor representative. Victor Curtis is currently registered with MFS Institutional Advisors Inc. Victor Curtis has been in the industry since 1997 and has held previous positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MFS FUND DISTRIBUTORS, INC. and 2480 SECURITIES 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
07/30/2009 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
OH
03/11/2008 - 06/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
11/16/2000 - 03/11/2008
MFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
OH
04/16/1997 - 11/22/2000
2480 SECURITIES LLC (DAYTON OH)
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/06/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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