Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cutler is an investment advisor representative associated with EP Wealth Advisors. Charles has been in the financial services industry for over 20 years. Charles holds Series 6, 7, 63, and 65 securities licenses and is a Chartered Financial Consultant. Charles has previous experience with Equity Services, Inc., Securian Financial Services, Inc., and MONY Securities Corporation. Charles Cutler's current registrations are active in Texas, Utah and pending in California. Charles Cutler and EP Wealth Advisors provide financial planning, portfolio management for individuals and businesses, educational seminars, retirement planning, and tax preparation 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.
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.
Retirement plan advisory services & tax preparation services
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.
1
2
UT
10/22/2020 - Present
EP Wealth Advisors (Salt Lake City UT)
UT
11/15/2001 - 12/31/2006
EQUITY SERVICES, INC. (SALT LAKE CITY UT)
MN
06/23/1999 - 11/07/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
04/21/1999 - 06/18/1999
MONY SECURITIES CORPORATION
NY
10/16/1996 - 06/18/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NA
02/08/1990 - 04/16/1999
MONY SECURITIES CORPORATION
NY
02/08/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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