Unclaimed
Grace Cutler is a financial professional with over 7 years of experience in the industry. Grace is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Grace has held previous roles with THRIVENT INVESTMENT MANAGEMENT INC. and NATIONWIDE INVESTMENT SERVICES CORPORATION. Grace is licensed to sell securities in Ohio.
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.
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.
1
2
PA
05/17/2023 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
MN
08/31/2022 - 05/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
OH
03/04/2016 - 08/18/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 03/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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