Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Orcutt is a financial advisor with over 25 years of experience in the financial services industry. Charles has been with United Advisor Group since February 2023, previously he was a registered representative for Cambridge Investment Research, Inc. and Cadaret, Grant & Co., Inc. Charles holds a Series 6, Series 26, and Series 63 securities license. Charles has a diverse background, he is a CPA and holds a life and health insurance license. Charles's professional experience spans a variety of financial services, including investment advisory, insurance and accounting. Charles is committed to providing his clients with personalized financial advice and guidance. He is passionate about helping individuals and families achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/11/2023 - Present
United Advisor Group (CINCINNATI OH)
OH
11/01/2018 - 02/20/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Milford OH)
OH
05/19/2010 - 11/05/2018
CADARET, GRANT & CO., INC. (MILFORD OH)
OH
01/02/1997 - 05/14/2010
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MILFORD OH)
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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