Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amie? Claim Your ProfileAmie Mutti is a financial advisor with over 20 years of experience in the industry. She is currently registered with Cetera Investment Advisers LLC and holds licenses to provide investment advice and services in Ohio. Previously, Amie worked for several other firms, including Infinex Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. She has passed the Series 6, Series 7, and SIE exams. Amie specializes in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. She offers financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
12/10/2022 - Present
Cetera Investment Advisers LLC (MANSFIELD OH)
OH
02/10/2006 - 12/09/2022
INFINEX INVESTMENTS, INC. (MANSFIELD OH)
IL
07/06/2005 - 09/15/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/09/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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