Profile for Warren Curtis

Warren
1414 e 4500 s #3
salt lake city, ut 84117
801-455-5427
wcurtis@swcares.com

Broker Dealer Information

A Registered Representative with securities offered through:
Brooklight Place Securities, Inc
1901 Butterfield Road
Suite 220
Downers Grove, IL 60515
888-976-0659

Member FINRA & SIPC
Investment Advisory Services offered through Interactive Financial Advisors.
Brooklight Place Securities, Inc and Interactive Financial Advisors are not affiliated.

Professional Experience:

After a successful career in the Energy Industry Warren choose to take an early retirement to put into practice the skills and traits he acquired throughout his life in his education and career to do the two things he enjoys most, helping others and relating real life experiences to simple financial concepts.

Warren has a BA in Finance and an MBA, both from the University of Utah. Warren is a CERTIFIED FINANCIAL PLANNER™ professional. He is a Registered Representative of Brooklight Place Securities, Inc. and an Investment Advisor Representative of Interactive Financial Advisors. He is licensed in investment securities, investment advisory services and insurance products.

Warren is active in his community, serving on or having served on executive committees, boards and committees of county councils, non-profit and religious organizations, credit unions and various national and state trade associations. He has taught financial seminars in large and small settings for several years. However he enjoys most working one on one with his clients.

Warren is independent and has a relationship with a professional group who follows a process to help clients with their financial success.

Personal Information:

With all of this he allows time to be with his grandchildren. They love to stay at their small cabin on a beautiful lake, playing on the beach together, boating and water skiing and they occasionally enjoy fishing and hunting. Nearer to home they love to play cards and board games, ride the golf cart or have their grandparents attend their many sports or cultural events.

Warren’s greatest joy (next to being with his family) is when a client or prospective client calls him asking to meet for advice.

BrokerCheck is a free tool to help clients and prospective clients make informed decisions regarding their financial situation. Please use the following link if you wish to conduct your own due diligence: brokercheck.finra.org

Back