Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Churchill Curtis is a financial advisor with over 20 years of experience in the industry. William is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. William has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. William is a registered investment advisor representative in Georgia and Texas. William has a Series 7, Series 31, Series 63 and Series 65 license. William specializes in working with high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
GA
06/17/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
10/31/2008 - 01/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
04/02/2007 - 11/04/2008
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
12/12/2001 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
IA
Issued 07/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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