Kristie Curtiss, financial advisor Rockford IL
93 score

Kristie Curtiss

CRD Number: 4579111
Current Firm: Fifth Third Securities, Inc.

Kristie Curtiss (CRD# 4579111) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Rockford, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Rockford, IL Apr 2014 - Current 2
Pnc Investments Loves Park, IL Nov 2009 - Apr 2014 4
Natcity Investments, Inc. St. Louis, MO Oct 2007 - Nov 2009 2
Natcity Investments, Inc. Indianapolis, IN Aug 2002 - Oct 2007 5
National City Belvidere, IL Jan 1998 - Oct 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Kristie J. Curtiss
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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