Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cutter? Claim Your ProfileCutter Brice Amos is a financial advisor with Principal Securities, Inc. Cutter has been in the industry for over 8 years and is licensed to provide investment advice in California and Colorado. Cutter offers financial planning, pension consulting and educational seminars. Cutter's previous experience includes roles at Edward Jones, JP Morgan Securities LLC, Sagepoint Financial, Inc., and Pruco Securities, LLC. Cutter's expertise covers a range of investment products, including fixed insurance products, annuities and mutual funds. Cutter is dedicated to providing tailored financial solutions to help clients achieve their long-term 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CA
07/17/2024 - Present
Principal Securities, Inc. (BAKERSFIELD CA)
CA
02/11/2022 - 07/19/2024
PRUCO SECURITIES, LLC. (BAKERSFIELD CA)
CA
09/01/2021 - 01/14/2022
SAGEPOINT FINANCIAL, INC. (BAKERSFIELD CA)
CA
09/13/2018 - 09/01/2021
J.P. MORGAN SECURITIES LLC (BAKERSFIELD CA)
CA
05/25/2016 - 09/11/2018
EDWARD JONES (BAKERSFIELD CA)
BOTH
Issued 06/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cutter Amos is the right advisor for you? Invested Better is here to help.
