Unclaimed
Ethan Kapsambelis is an Investment Advisor Representative associated with Cutter Financial Group LLC. Ethan's office is located in Falmouth, Massachusetts. Ethan has been in the securities industry for over 1 year. Ethan holds a Series 66, Series 7TO, and SIE licenses. Ethan is currently registered with the state of Massachusetts. Ethan also works with Lewis & Weldon Custom Cabinetry LLC as an "Inside Project Manager".
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.
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.
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MA
02/15/2022 - Present
Cutter Financial Group LLC (FALMOUTH MA)
MA
08/31/2021 - 02/22/2022
THE O.N. EQUITY SALES COMPANY (Charlestown MA)
BOTH
Issued 12/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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