Unclaimed
Deborah Castiglioni is an investment advisor representative at Cutter & Company, Inc. in Ballwin, Missouri. Deborah has over 30 years of experience in the financial services industry. Deborah holds Series 7, 24, 55, 63, 65, 87, 99 and SIE licenses. Deborah specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, and charitable organizations. Deborah is also a registered investment advisor in Missouri and Iowa.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
05/09/1996 - Present
Cutter & Company, Inc. (BALLWIN MO)
IA
Issued 12/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Deborah Castiglioni is the right advisor for you? Invested Better is here to help.