
Joshua Curtisemail
Member Wealth Management
1932 Arlington Blvd. Suite 100
Charlottesville, VA 22903
Professional Story
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)
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Group Benefits
- Business Succession Planning
- Estate Planning
Online Services
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