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 Kurtz has been in the financial services industry since 1982. He currently holds registrations with Ameriprise Financial Services, LLC. Curtis is registered in Arizona, California, Colorado, Nevada, North Carolina, Texas, Virginia, and Washington. Curtis is a licensed agent and investment advisor representative.

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ADVISOR BIO

Curtis S. Young is a financial advisor with over nine years of experience in the financial industry. Curtis is currently registered with UBS Financial Services Inc. and is licensed to provide investment advice in 53 states and the District of Columbia. Curtis has a broad range of experience working with individuals, corporations, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and insurance companies. Curtis holds Series 7, 9, 10, 66, and SIE licenses.

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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 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 Calomeni is a registered Investment Advisor Representative with Mariner Independent, a firm with over 3.9 billion dollars in assets under management. Curtis has been in the industry since March 2022. Prior to joining Mariner Independent, Curtis worked at Ocean Heights Advisors, BNY Mellon Wealth Management, and Chapman University. Curtis is a Series 65 licensed individual and offers investment advisory services to individuals and businesses. Curtis focuses on providing investment advice in the following areas: retirement planning, financial planning, college savings, and estate planning.

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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 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.

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ADVISOR BIO

Curtis Godt is a financial professional with over 30 years of experience in the industry. Curtis has a broad range of experience working with clients of all types and sizes, including high-net-worth individuals, corporations, and institutional investors. Curtis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Curtis is also a registered investment advisor and holds the Series 7, 31, and 63 licenses. Curtis specializes in providing comprehensive financial planning and investment management services.

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ADVISOR BIO

Curtis A. Ko is an investment advisor representative who has been working in the industry since 2007. He is currently registered with Wells Fargo Clearing Services, LLC and is located in San Jose, CA. Curtis A. Ko has a Series 7, Series 66 and SIE license.

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