Unclaimed
Evan Ronald Cutsinger is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial services industry. Evan is currently registered with Osaic Wealth, INC. and holds licenses in Florida, North Carolina, and South Carolina. Evan has a Series 6, 7, 24, 63, and 99TO licenses and has passed the SIE exam. Evan has been registered with Securities America, INC. since 1992 and with Osaic Wealth, INC. since June 2024. In addition to his professional experience, Evan has served as a board member of the West Coast Inland Navigation District and as a Sarasota County Commissioner. Evan provides a range of financial services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Evan is committed to providing personalized service and helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (ENGLEWOOD FL)
FL
09/30/1992 - 06/14/2024
SECURITIES AMERICA, INC. (ENGLEWOOD FL)
BC
Issued 8/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/3/1994
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 9/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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