Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Cutino is a financial advisor with Thepartners Wealth Management in Monterey, California. Bart has been in the financial industry since 2007. Bart has a Series 7 and Series 66 license. Bart's experience includes working with individuals, businesses, and pension and profit sharing plans. Bart has a strong track record of providing financial advice and investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tamp program/model manager/sub advisor
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.
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CA
01/05/2023 - Present
Thepartners Wealth Management (Monterey CA)
CA
07/16/2013 - 11/12/2021
CENTAURUS FINANCIAL, INC. (MONTEREY CA)
CA
11/09/2007 - 07/08/2013
J.P. TURNER & COMPANY, L.L.C. (MONTEREY CA)
CA
09/27/2007 - 10/31/2007
QA3 FINANCIAL CORP. (MONTEREY CA)
BOTH
Issued 05/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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