Unclaimed
Brandon Jamar Cutler is an Investment Advisor Representative at Onedigital Investment Advisors. Brandon has been in the financial services industry for 9 years and has experience providing financial planning and investment advice to individuals, families, and businesses. Brandon is registered with FINRA, the Securities and Exchange Commission, and the state of Kansas. Brandon specializes in providing financial planning and investment advice to individuals, families, and businesses. Brandon has a strong understanding of the investment market and is committed to providing his clients with the best possible financial advice.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
10/28/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
05/21/2018 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
TX
10/09/2015 - 04/02/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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