Kelly G. Curtis
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kelly Gene Curtis, who also goes by Kelly G Curtis, was a registered financial professional .
Kelly is a previously registered financial professional and started their career in finance in 1990. Kelly had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 22 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 28, 2004 - December 31, 2014
CURTIS WEALTH MANAGEMENT GROUP, LLC
March 21, 2003 - July 7, 2014
OSAIC WEALTH, INC.
December 5, 2002 - June 18, 2004
PFA/PINNACLE FINANCIAL ADVISORS
December 5, 2002 - July 7, 2014
OSAIC WEALTH, INC.
July 10, 2001 - November 11, 2003
ASSET & FINANCIAL PLANNING, LTD
December 24, 1998 - December 11, 2002
PRIME CAPITAL SERVICES, INC.
August 27, 1996 - February 1, 1999
OSAIC WEALTH, INC.
February 27, 1996 - August 6, 1996
OSAIC FS, INC.
September 24, 1990 - April 9, 1991
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CURTIS WEALTH MANAGEMENT GROUP, LLC
CRD#: 130833 / SEC#: 801-63124
Contact information
Red Flags
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