Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Cutler Wiscomb is a Registered Investment Advisor representative who has been in the industry since 1983. Donald is currently registered with Dynamic Wealth Advisors in SALT LAKE CITY, UT. Donald has a long history in the financial services industry working with Crown Capital Securities, LP and Citigroup Global Markets Inc. prior to joining Dynamic Wealth Advisors. Donald's professional experience includes experience in the following areas: financial planning, portfolio management, and pension consulting. Donald is also active in the community as an Independent Insurance Agent.
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.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
UT
03/05/2018 - Present
Dynamic Wealth Advisors (SALT LAKE CITY UT)
UT
07/06/2009 - 10/24/2017
CROWN CAPITAL SECURITIES, L.P. (SALT LAKE CITY UT)
UT
11/25/2003 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
NY
10/19/1983 - 11/25/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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