Curtis MeonoCRD Number: 4465584
Current Firm: Cetera Advisor Networks LLC
Curtis Meono (CRD# 4465584) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Brighton, MI and has over 15 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Tamma Capital LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||3|
|Vantage Financial||Cleveland, OH||Apr 2013 - Current||3|
|South University||El Paso, TX||Jan 2011 - Current||5|
|Waddell & Reed, Inc.||El Paso, TX||Feb 2011 - Jul 2011||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||El Paso, TX||Feb 2011 - Jul 2011||< 1|
|Unemployed||El Paso, TX||Dec 2010 - Feb 2011||< 1|
|Proequities, Inc.||El Paso, TX||Aug 2010 - Dec 2010||< 1|
|Proequities Inc.||El Paso, TX||Aug 2010 - Dec 2010||< 1|
|Bankers Life & Casualty||El Paso, TX||Dec 2009 - Dec 2010||1|
|Bankers Life||El Paso, TX||Dec 2009 - Aug 2010||< 1|
|Unemployed||El Paso, TX||Oct 2009 - Dec 2009||< 1|
|First Investors Group||Livonia, MI||Aug 2001 - Oct 2009||8|
|First Investors Corp.||Northville, MI||Sep 2001 - Sep 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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