Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Kutz is an investment advisor representative with over 40 years of experience in the financial services industry. David has a broad range of experience, having previously worked with firms such as Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Paine Webber Incorporated, First American National Securities, Inc., and E. F. Hutton & Company Inc. David is currently registered with Ameriprise Financial Services, LLC.
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.
Asset allocation 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.
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2
AZ
10/26/2018 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
AZ
04/13/2007 - 10/29/2018
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
03/06/1992 - 04/30/2007
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
NJ
05/04/1984 - 03/13/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/19/1981 - 05/20/1985
FIRST AMERICAN NATIONAL SECURITIES, INC.
NA
01/13/1982 - 05/26/1984
E. F. HUTTON & COMPANY INC
IA
Issued 06/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/20/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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