ADVISOR BIO

Curtis Dene Viggers is a financial advisor currently registered with LPL Financial LLC in both California and Wisconsin. Curtis has been in the financial industry since 1995. Prior to joining LPL Financial LLC, Curtis was registered with J. Alden Associates, Inc., MML Investors Services, LLC, Centaurus Financial, Inc., USA Advanced Planners Inc., Retirement Capital Group Securities, Inc., and Hartford Equity Sales Company Inc. Curtis holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE. Curtis has worked at TruStage and DLG, LLC in the past. Curtis is a licensed agent with Cuna Mutual Group Executive Benefit Solutions, TruStage. Curtis is also licensed to sell non-variable insurance.

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ADVISOR BIO

Curtis Floyd is a financial professional registered with J.p. Morgan Securities LLC in San Francisco, California. Curtis has been in the industry since 2023. Curtis holds the Series 63, Series 6TO, and SIE licenses. Curtis provides financial planning, pension consulting, and selection of other advisors to individuals and businesses.

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ADVISOR BIO

Curtis Hagner is a registered investment advisor representative with Edelman Financial Engines. Curtis has been in the financial services industry for over 20 years and has experience in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Curtis holds a Series 63, Series 65, and Series 7 license.

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ADVISOR BIO

Curtis Brandon Reese is a financial advisor with Ameritas Advisory Services, LLC. Curtis has been in the financial services industry since 2008 and has a wide range of experience in various financial institutions including TIAA-CREF Individual & Institutional Services, LLC, Fidelity Investments Institutional Services Company, Inc., TD Ameritrade Clearing, Inc., and TD Ameritrade, Inc. Curtis provides financial planning, portfolio management and pension consulting services to individuals, businesses and institutions. Curtis holds Series 7, 7TO, 24, 63, and 66 securities licenses and is registered with the state of California and Texas.

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ADVISOR BIO

Curtis Chen is a financial advisor with over 25 years of experience in the industry. Curtis is registered with LPL Financial LLC and Chen Financial Group, LLC. Curtis holds Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner. Curtis's current office is in San Mateo, CA.

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ADVISOR BIO

Curtis Martin Hill is an investment advisor representative registered with Portfolio Medics, LLC, with offices in Los Angeles, CA and Long Beach, CA. Curtis has been in the financial services industry since 1994 and has a Series 63, 66, 3, 7, 31 and SIE license. Curtis is a Certified Financial Planner and specializes in Portfolio Management for Individuals and Financial Planning. Curtis is a veteran of the financial services industry with experience at numerous firms.

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ADVISOR BIO

Curtis Wolfslau is a financial advisor with Morgan Stanley. Curtis is a registered representative in 51 states and the District of Columbia, and holds Series 66, SIE and Series 7 licenses. Curtis has been in the financial industry since November 11, 2015, and has experience working with individuals, high-net-worth individuals, corporations, investment clubs, charitable organizations, insurance companies, and investment companies.

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ADVISOR BIO

Curtis Knauss is an investment advisor representative with Osaic Wealth, Inc. based in NEWPORT BEACH, CA. Curtis has been in the industry since 1969 and has experience with a variety of firms, including Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Royal Alliance Associates, Inc. Curtis has a Series 7TO, Series 63, and Series 1 license, along with the SIE exam. Curtis's firm, Osaic Wealth, Inc., manages assets for individuals, businesses, high-net-worth individuals, pensions and profit sharing plans, and charitable organizations.

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ADVISOR BIO

Curtis Norwood is a financial advisor at Mariner Wealth, with over 2 years of experience in the industry. Curtis is a Certified Financial Planner™ professional and specializes in a variety of financial planning needs including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Curtis has been registered with the state of California as an Investment Advisor Representative since June 4, 2024.

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ADVISOR BIO

Curtis Bunch is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Curtis has been in the financial industry for over 23 years and holds multiple licenses and certifications, including the Series 7, Series 63, Series 10 and Series 9 licenses. Curtis has worked for a number of firms in the industry, including Citigroup Global Markets Inc., and provides a range of services to individuals, businesses and institutions. Curtis is also a member of the American Youth Soccer Organization and is seeking approval to serve as Treasurer on the local San Mateo Regional board.

SPECIALIZATIONS