Debra Curtis in

Debra Curtis

Commander · DISC type D
Registered Service Adviser at Valmark Financial Group
📍 Pittsford, New York, United States

Debra Curtis is a Registered Service Adviser at Valmark Financial Group with a background in financial services at firms like Centra Financial Group. She is licensed in securities, holding Series 6 and 63, as well as New York State Life, Health & Accident Insurance.

Based on her educational history at St John Fisher College and Genesee Community College, she appears to have strong ties to the New York area. She maintains an interest in St. John Fisher University.

Debra holds both securities and state-level insurance licenses, demonstrating a comprehensive understanding of financial products.

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Experience
26 Years
Current Role
Registered Service Adviser
Location
Pittsford, New York, United States
Personality Overview

How Debra shows up

Impact-Driven
Strong-Willed
Candid & Clear

More than the product, they care about the impact of the product. They prefer to be the ones controlling the conversation or defining the terms. They respond better to strong and respectful interactions.

Priorities

Topics Debra cares about

Financial Services
Her entire career, including roles as a Registered Service Adviser and Sales Assistant, has been dedicated to the financial services industry.
Securities & Insurance
Holds Series 6 & 63 securities licenses alongside a NYS Life, Health & Accident Insurance License, showing broad expertise.
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Career

Work history

8-2020
Registered Service Adviser
Valmark Financial Group
11-2015 - 8-2020
Registered Sales Assistant
Centra Financial Group
11-2015 - 8-2020
Registered Representative
Hornor Townsend & Kent
2000 - 2015
Registered Sales Assistant
Bonadio Financial Services LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Education details unavailable
St John Fisher College
Education details unavailable
Genesee Community College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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