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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brook? Claim Your ProfileBrook Anderson is an Investment Advisor Representative with Cutler Investment Group. Brook is a Certified Financial Planner with experience in providing financial planning and investment management services. Brook has been in the financial services industry since 2015. Brook holds the Series 65 license and has a history of working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Brook is registered with the state of Washington and has a proven track record of success in the industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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WA
11/30/2021 - Present
Cutler Investment Group (Bellevue WA)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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