Carlos CurielCRD Number: 4578008
Current Firm: Foresters Advisory Services, LLC
Carlos Curiel (CRD# 4578008) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|First Investors Advisory Services, LLC||San Jose, CA||Feb 2014 - Current||3|
|Self Employed||San Jose, CA||Nov 2011 - Current||5|
|First Investors Corp||San Jose, CA||Jan 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management996MILLIONS
Total Number of Accounts5,500ACCOUNTS
Average Account Value$181,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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