Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cutler is a financial professional with over 20 years of experience in the industry. James has worked with several firms in the past, including Voya Financial Advisors, Inc. and Directed Services LLC. James is currently registered as a Registered Representative and Investment Advisor Representative with USI Advisors in Glastonbury, CT. James holds a Series 63, Series 65, Series 7, Series 31, Series 52TO, Series 4, Series 24, and SIE licenses. James specializes in pension consulting and portfolio management for businesses and investment companies.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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
CT
06/22/2018 - Present
USI Advisors (GLASTONBURY CT)
CT
05/11/2016 - 06/05/2018
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
01/31/2012 - 06/05/2018
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
01/31/2012 - 09/25/2017
DIRECTED SERVICES LLC (WINDSOR CT)
CT
01/31/2012 - 09/25/2017
VOYA AMERICA EQUITIES, INC. (WINDSOR CT)
CT
01/31/2012 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
CT
01/31/2012 - 02/08/2014
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
05/06/2005 - 09/30/2011
NEWALLIANCE INVESTMENTS, INC. (WETHERSFIELD CT)
CT
02/12/2003 - 05/04/2005
COBURN & MEREDITH, INC. (SIMSBURY CT)
NY
05/15/1998 - 12/11/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/03/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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