Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp Email and Phone Number
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp work email
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Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp personal email
With over 20 years of experience in the financial industry, Curtis Parry is the Founder and CEO of Unique Wealth, an independent registered investment advisor that works exclusively with successful individuals and business owners who are retired or considering retirement in the near future. Curtis holds several relevant industry certifications, including Wealth Management Certified Professional (WMCP), Retirement Income Certified Professional (RICP), and Chartered Advisor for Senior Living (CASL).Curtis offers world-class investment and wealth management expertise, as well as comprehensive financial planning and organizing services. He and his highly experienced team are dedicated to developing enduring relationships with clients by providing expert guidance for a lifetime of financial success. Curtis' mission is to deliver peace of mind, reassurance, and confidence to clients, while helping them achieve their goals and preserve their legacies.
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Founder And Chief Executive OfficerUnique Wealth Jan 2018 - PresentClearwater, Florida, UsUnique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired or considering retirement in the near future and yearn for a trusted partner to guide them towards their goals. Based in Tampa, our highly experienced team has earned many relevant industry certifications, but none are as important as the appreciation we earn every day by caring so much for our clients. Understanding their concerns about the future, their retirement years and their legacies, we offer our expertise in providing comprehensive financial planning and organizing their financial affairs. We focus on delivering peace of mind, reassurance and confidence.
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Wealth Management AdvisorNorthwestern Mutual May 2000 - Mar 2021Milwaukee, Wi, Us
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp Skills
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp Education Details
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University Of FloridaCriminology And Political Science -
Satellite Senior High School
Frequently Asked Questions about Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp
What company does Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp work for?
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp works for Unique Wealth
What is Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp's role at the current company?
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp's current role is Founder & CEO @ Unique Wealth | Wealth Management Expert.
What is Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp's email address?
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp's email address is cu****@****lth.com
What schools did Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp attend?
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp attended University Of Florida, Satellite Senior High School.
What skills is Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp known for?
Curtis Parry Jr., Cfp, Clu, Chfc, Casl, Ricp, Wmcp has skills like Investments, Insurance, Series 7, Retirement Planning, Wealth Management, Financial Planning.
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