Robert Curtiss Email & Phone Number
Senior Financial Advisor @ Signature Estate & Investment Advisors, LLC
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Robert Curtiss Location
- Pasadena, CA, US
Robert Curtiss Work
- Senior Financial Advisor @ (November 2016 - Present)
- Financial Advisor @ SEIA (November 2016 - Present)
- Vice President -- Portfolio Manager -- Financial Advisor @ DA Davidson & Co. (April 2009 - October 2016)
- Assistant Vice President @ (March 1998 - April 2009)
- Senior Management Analyst @ (November 1992 - February 1998)
Robert Curtiss Education
- UCLA
PFP (Personal Financial Planning)
1996-1999 - University of Southern California
MPA (Intergovernmental Mangagement)
1990-1991 - UC Santa Barbara
B.S. (Pharmacology)
1983-1987
Robert Curtiss Skills
- Investments
- Financial Planning
- Retirement Planning
- Estate Planning
- Retirement
- Tax
- Portfolio Management
- Strategic Financial Planning
- Asset Allocation
- Alternative Investments
- Wealth Management
- Equities
- Investment Strategies
- ETFs
- Asset Managment
- Wealth
- Asset Management
- Financial Advisory
- Mutual Funds
- Risk Management
- Securities
- Series 65
- Fixed Income
- Hedge Funds
- Series 7
- Series 63
- Investment Advisory
- Uniform Combined State Law
- Private Equity
- 401k
- Financial Modeling
- Series 24
- Investment Management
- Valuation
- Finance
- Wealth Management Services
- FINRA
- Financial Services
- Due Diligence
- Separately Managed Accounts
- Venture Capital
- Pensions
- Retirement Plan Consulting
- High Net Worth Individuals
- Fixed Annuities
- Variable Annuities
- Trusts
- Wealth Accumulation
- Life Insurance
- Defined Benefit
Robert Curtiss Summary
- Robert Curtiss, based in Pasadena, CA, US, is currently a Senior Financial Advisor at Signature Estate & Investment Advisors, LLC. Robert Curtiss brings experience from previous roles at SEIA, DA Davidson & Co., Merrill Lynch and City of Pasadena - Department of Finance. Robert Curtiss holds a 1996 - 1999 PFP in Personal Financial Planning @ UCLA. With a robust skill set that includes Investments, Financial Planning, Retirement Planning, Estate Planning, Retirement and more. Robert Curtiss has 3 emails and 1 mobile phone numbers on RocketReach.
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