Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aprenea? Claim Your ProfileAprenea McCutchen is a financial advisor who has been in the industry since 2014. Aprenea has a broad range of experience, having worked with a number of firms including Edward Jones, Valic Financial Advisors, Inc., Ameriprise Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services LLC. Aprenea is currently registered with Janney Montgomery Scott LLC and is licensed to sell securities in 37 states. Aprenea specializes in providing financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
02/16/2021 - Present
Janney Montgomery Scott LLC (BEL AIR MD)
MD
01/29/2019 - 03/03/2021
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MD
08/01/2018 - 01/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
08/25/2015 - 11/11/2016
AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
01/07/2015 - 08/20/2015
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
MO
09/24/2014 - 01/06/2015
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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