Unclaimed
Erich Mark Patten is an investment advisor representative at Cutler Investment Group. Erich has been in the industry since September 2003. Erich holds a Series 65 license. Erich is registered with the state of Oregon and Washington. The main office for Cutler Investment Group is located in Jacksonville, Oregon.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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WA
10/15/2012 - Present
Cutler Investment Group (Bellevue WA)
IA
Issued 11/30/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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