Joshua Curtis


    Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning

    Languages: English

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

     

     

    I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 222 Central Park Ave Suite 1100, Virginia Beach, VA 23462 - (757) 490-9041

    Education

    University of the South (2003-2007)

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    Contact Joshua

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    Member Wealth Management

    Satellite Office

    1932 Arlington Blvd. Suite 100
    Charlottesville, VA 22903

    CRN202008-234829