Curtis I. Wilson
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.
Curtis Irving Wilson was a registered financial professional .
Curtis is a previously registered financial professional and started their career in finance in 1979. Curtis had worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 8, 1988 - June 27, 1989
AMERICORP SECURITIES, INC.
August 3, 1985 - April 9, 1986
GREENFIELD/CAMPBELL, INC.
December 8, 1983 - April 12, 1984
NATIONAL SECURITIES CORPORATION
January 4, 1983 - November 21, 1983
EVANS LLEWELLYN SECURITIES, INC.
November 26, 1979 - December 19, 1982
FOSTER & MARSHALL 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
AMERICORP SECURITIES, INC.
CRD#: 14986 / SEC#: , 8-31502
Contact information
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.
