Jeremy J. Curtiss
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.
Jeremy Joseph Curtiss was a registered financial professional .
Jeremy is a previously registered financial professional and started their career in finance in 2005. Jeremy had worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 8, 2013 - November 18, 2014
PROVASI CAPITAL PARTNERS LP
November 10, 2010 - May 16, 2012
PROVASI CAPITAL PARTNERS LP
December 3, 2007 - March 3, 2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 24, 2005 - November 25, 2005
THRIVENT INVESTMENT MANAGEMENT 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
PROVASI CAPITAL PARTNERS LP
CRD#: 119539 / SEC#: , 8-65200
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
