Dan Curtis
Multi Financial - StockYard Financial

Tel: (909) 783-7626
23074 Siskin Ct.
Grand Terrace, CA 92313

Take Stock in your Future!

Multi Financial - StockYard Financial | Financial Advisor in Grand Terrace ,CA

About Multi Financial - StockYard Financial

StockYard Financial was established in 1996 and covers all of Southern California. I pride myself in NOT following the typical ?Asset Allocation? investment model which "buys & holds? a client investments in 6 to 10 different asset categories by age or risk tolerance and then re-balances yearly. This "Passive" model can limit downside risk on a portion of your assets when the market declines but can also limit upside growth potential on the remaining balance of your assets when the market goes up. My ?Active? model helps by actively moving 100% of client investments from stocks to bonds during market declines and then from bonds back to stocks when the market has hit bottom and poised for a rebound. My model limits downside risk on 100% of your assets while providing upside growth potential on 100% of your assets! And with this moving of assets back and forth there are typically no added commissions or fee's which helps a client?s net worth accumulate faster than normal. Maximizing gains while minimizing losses is the key!

15 Years of Experience


  • CRD# 2821300
  • Insurance License# 0C01888
  • Series: 4, 6, 7, 24, 63, 65
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General Information

Firm Start Year:   1996
No.of Employees:   2-4
Insurance License#:   0C01888
Name of Broker/Dealer:   MultiFinancial Securities Corporation
Name of Custodial Firm:   Pershing LLC
States Licensed in:   CA, NV, AZ, WA, IA
Number of Years with Current Firm:   10
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Annuities , Stocks , Mutual Funds , Bonds , Options & Futures , Exchange Traded Funds (ETFs) , Insurance
I can meet clients in the following ways:   Via phone , At your home , At my office , At your office , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Annuity , Variable Annuity , Variable Life

Firm Information

Firm's Number of Clients:   250


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $10000
Compensation Methods:   Based on Assets , Flat Fee , Commissions



Faqs

  • Do you have a customer satisfaction or refund policy? We only charge on the performance we provide. If you are not happy with your investment performance, please let's discuss ways that we can improve it!
  • What is your approach to financial planning? To break out of the old stodgy thought patterns that are designed to impress with speech and rather to impress with the desire to deliver better gains.
  • What services do you offer? Mostly Stocks, Bonds, ETF's, Mutual Funds, Stock Options.
  • How many clients do you currently manage? Approx 250
  • Will you be the only person working with me? Yes
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Dan Curtis

Dan Curtis

CMT, None

Office Hours

wiseradvisor-balck-li-img Mon. 6:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 6:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 6:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 6:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 6:30 AM - 5:00 PM