Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cutler is an Investment Advisor Representative at J.p. Morgan Securities LLC. Eric is a seasoned professional with over 18 years of experience in the financial services industry. Eric is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7, and Series 31 licenses. Eric specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting services. Eric's previous experience includes roles at Chase Investment Services Corp., Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MO
10/24/2014 - Present
J.p. Morgan Securities LLC (Saint Louis MO)
CA
09/23/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FREMONT CA)
CA
07/19/2007 - 08/20/2009
WELLS FARGO ADVISORS, LLC (STOCKTON CA)
CA
05/15/2006 - 07/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
CA
07/26/2005 - 05/10/2006
MORGAN STANLEY DW INC. (FRESNO CA)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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