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.

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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 Richard Eakin is a financial advisor with UBS Financial Services Inc. in Irvine, CA. Curtis has been working in the financial industry since June 3, 2013. Curtis is licensed to provide financial advice in Arizona, California, Florida, Georgia, Maryland, Massachusetts, Nevada, New Mexico, Texas, and Washington. Curtis is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.

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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 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.

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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 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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Curtis Falk is a financial advisor with Morgan Stanley. Curtis has been in the financial industry since January 15, 2002. Curtis is registered in 53 states and the District of Columbia. Curtis specializes in retirement planning, college savings, and estate planning. Curtis is a dedicated financial professional committed to helping clients achieve their financial goals.

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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.

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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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