Curt Radetich

My goal is to help every investor reach their financial goals through the implementation of successful investment strategies through a holistic partnership.

Financial Adviser at Td Ameritrade, Inc. in East Palo Alto, CA

About

My goal is to help every investor reach their financial goals through the implementation of successful investment strategies through a holistic partnership. Specialties: My specialties are to help individuals with retirement planning, income strategies through bond investing to more complex alternative investments or strategies, wealth accumulation, basic to complex portfolio construction with the utilization of ETF's or mutual funds, fixed income, and liquid investments (i.e. CD's, money markets, and savings accounts).

Contact
Click for phone number
(650) 289-3989
Click for fax number
(650) 289-3995
Address
1950 University Ave Fl 1 in East Palo Alto, CA 94303
Info
Languages: understand some spanish.
Year started: 1986

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 6
License # Series 6
Series 7
License # Series 7
Series 63
License # Series 63
Series 65
License # Series 65
Series 24 (Principal)
License # Series 24

Associations

Dale Carnegie Graduate Assistant
Franklin Templeton Toastmasters

Accomplishments

Background

Experience

Wholesaler
Vice President / Financial Consultant
Branch Manager
Client Specialist

Education

San Jose State
St. Mary's College of California