ADVISOR BIO

Curtis Allan Peterson is a registered investment advisor representative with Morgan Stanley. Curtis Allan Peterson has been in the industry since 1993. Curtis Allan Peterson has a Series 63 and Series 65 license. Curtis Allan Peterson is also licensed as an investment advisor representative in several states. Curtis Allan Peterson is currently affiliated with the San Francisco and Orinda offices of Morgan Stanley. The San Francisco office is located at 101 California Street, Region 2- Pacific Coast, 94111 and the Orinda office is located at 2 Theatre Square, Suite 322, 94563.

SPECIALIZATIONS

ADVISOR BIO

Curtis E Hughes is a financial advisor with Grove Point Advisors, LLC and has been in the industry since 2000. Curtis has experience working with individuals, high-net-worth individuals, businesses, pension plans, and charitable organizations. Curtis is a Registered Representative and Investment Advisor Representative and is licensed to provide financial advice in California.

SPECIALIZATIONS

ADVISOR BIO

Curtis Fugate is an investment advisor representative with Newfront Retirement Services, Inc. based in Sacramento, CA. Curtis has been in the industry since 2014. Curtis currently holds a Series 65 license. Curtis has previously worked at Newport Group and ABD Insurance and Financial Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

Curtis Farrell has been a financial advisor since 1984. Curtis is a Certified Financial Planner and holds the Series 63, Series 7, and SIE licenses. Curtis is registered to provide investment advisory services in 30 states and is also registered with FINRA and the SEC. Curtis has been with Financial Management Network Inc. since 1993, and specializes in providing financial planning, pension consulting and portfolio management services for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Curtis Michael Ostling is a registered representative with Morgan Stanley. Curtis has been in the securities industry since 1994 and has a wide range of experience. Curtis is registered in multiple states and holds several licenses. Curtis specializes in portfolio management for businesses, individuals and investment companies. Curtis has a strong track record of providing investment advice and helping clients reach their financial goals.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Curtis Edward Hollowell is an investment advisor representative at Redmount Capital Partners LLC. Curtis has been in the financial industry since 2006 and holds Series 6, 63, and 65 licenses as well as the SIE designation. Curtis offers financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit sharing plans. Curtis is also an insurance agent and devotes approximately 30% of his time to insurance-related activities. Curtis previously worked at PRINCOR FINANCIAL SERVICES CORPORATION and U.S. BANCORP INVESTMENTS, INC.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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

ADVISOR BIO

Curtis Rach is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Rach has been in the industry since 1992 and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Rach has previously worked at UBS Financial Services Inc., Smith Barney Inc., and Lehman Brothers Inc. Rach provides investment consulting services to institutional clients. Rach also provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS