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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cuttic is a financial advisor with Janney Montgomery Scott LLC. Brian Cuttic has over 14 years of experience in the financial services industry. Brian Cuttic is registered with FINRA as a General Securities Representative and holds Series 6, 7, and 63 licenses. Brian Cuttic is also registered as an Investment Advisor Representative with the state of Pennsylvania. Brian Cuttic is experienced in providing financial advice to individuals, corporations, and other businesses. Brian Cuttic specializes in financial planning, portfolio management, and investment advisory services. Brian Cuttic has previously worked with Oppenheimer & Co. Inc. and Lincoln Financial Distributors, Inc.
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
PA
03/12/2018 - Present
Janney Montgomery Scott LLC (BLUE BELL PA)
PA
11/14/2014 - 01/12/2018
OPPENHEIMER & CO. INC. (DOYLESTOWN PA)
PA
06/30/2008 - 08/19/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 02/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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