Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick William Cutter is a financial advisor with over 20 years of experience in the industry. Frederick has worked with a variety of firms including Edward Jones, Cetera Advisors LLC, and now LPL Financial LLC. Frederick provides financial planning, portfolio management, and other non-discretionary advisory services. Frederick is registered to offer investment advice in Florida, Georgia, Iowa, North Carolina, North Dakota, Oklahoma, Pennsylvania, South Carolina, Texas, and Washington. Frederick holds a Series 66, Series 65, Series 63, SIE, and Series 7 license.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/24/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
12/04/2020 - 05/01/2024
CETERA ADVISORS LLC (FAYETTEVILLE NC)
NC
11/17/2014 - 12/07/2020
EDWARD JONES (FAYETTEVILLE NC)
IL
03/13/2001 - 04/30/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
10/18/1999 - 10/19/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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