Nicole CurtisCRD Number: 6004693
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nicole Curtis (CRD# 6004693) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, IL and has over 3 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Merrill Lynch||Peoria, IL||Nov 2011 - Current||6|
|Homemaker||Peoria, IL||Nov 2010 - Nov 2011||1|
|First Mid Illinois Bank & Trust||Peoria, IL||Nov 2005 - Nov 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV