Frank Curcio, financial advisor Palm Beach Gardens FL
81 score

Frank Curcio

CRD Number: 1333481
Current Firm: Ameriprise Financial Services, Inc.

Frank Curcio (CRD# 1333481) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Palm Beach Gardens, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Palm Beach Gardens, FL Apr 2014 - Current 2
Unemployed Tequesta, FL Mar 2013 - Apr 2014 1
Nicks Creative Marine Riviera Beach, FL Sep 2012 - Feb 2013 < 1
Unemployed Millstone Township, NJ Mar 2012 - Sep 2012 < 1
New York City Health And Hospitals New York, NY Jul 2009 - Feb 2012 2
Centerstate Mortgage Freehold, NJ Feb 2007 - Jul 2009 2
Global Futures International Ltd New York, NY Jul 1994 - Feb 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S66 NASAA Uniform Combined State Law Examination Aug 2014
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Frank O. Curcio
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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