Curtis Parry (CRD# 4129260) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 20 years of experience in the finance industry. Curtis Parry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unique Wealth, LLC | Tampa, FL | Mar 2021 - Current | 3 |
| Together We Are Unique, LLC | Tampa, FL | Jun 2020 - Current | 3 |
| Northwestern Mutual Wealth Management Company | Tampa, FL | Jul 2008 - Mar 2021 | 12 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Mar 2000 - Mar 2021 | 21 |
| The Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2000 - Mar 2021 | 21 |
| Northwestern Mutual Investment Services, LLC | Tampa, FL | Jan 2006 - Sep 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management626MILLIONS
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Total Number of Accounts2,063ACCOUNTS
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Average Account Value$303,678
- 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
FL, GA, LA, NC, NH, NY, TN, TX
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