Meet Your Financial Advisor: Curtis Stephens

Credentials: Series 7, Series 63

 

For starters, Curtis has a beautiful ten-year-old daughter and currently lives in Edwardsville, IL.

 

Before beginning in the financial services industry, Curtis was a third-generation Tow boater. He was also an Emergency Medical Technician, Behavioral Health Technician, and an Independent Insurance Broker. 

 

As a licensed financial advisor, he has a unique approach; he helps people find money they are losing unknowingly and unnecessarily. By using those dollars found, he can solidify his clients' financial future, preferably without impacting their current lifestyle. 

Curtis Stephens

Bethalto 618-377-2004

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Copyright 2019 Kennedy Wealth Group

Jeff Kennedy with Kennedy Wealth Group is an Investment Advisor Representative. Independent investment advisory services offered through Capital Advisor Network (CAN), a State of Indiana Registered Investment Advisor. Securities offered through Center Street Securities, Inc. (CSS), a registered Broker/Dealer and member FINRASIPC. Kennedy Wealth Group and CAN are independent of CSS.   Please be advised that presently, Jeff Kennedy holds a Series 7 license in CO, FL, IL, IA, IN, KS, MO, ND, PA, SD, and TX. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jeff Kennedy before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.