Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Richard Cutrera is a financial advisor with over 20 years of experience in the industry. Jay Richard Cutrera is registered with United Planners' Financial Services of America A Limited Partner, which has offices in Scottsdale, AZ, Chicago, IL and Hollywood, FL. Jay Richard Cutrera is also a registered investment advisor and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Jay Richard Cutrera specializes in providing financial advice and investment management services to individuals and families. Jay Richard Cutrera has worked with clients of various sizes, including high-net-worth individuals, families, businesses, and charitable organizations. Jay Richard Cutrera’s past experience includes working with PROEQUITIES, INC, GENEOS WEALTH MANAGEMENT, INC, CCO INVESTMENT SERVICES CORP and IFMG SECURITIES, INC. Jay Richard Cutrera is committed to helping clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial 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.
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
AZ
01/17/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
IL
11/17/2011 - 01/27/2020
PROEQUITIES, INC. (ELMWOOD PARK IL)
IL
06/14/2010 - 11/18/2011
GENEOS WEALTH MANAGEMENT, INC. (CHICAGO IL)
IL
06/25/2007 - 06/18/2010
CCO INVESTMENT SERVICES CORP. (ELGIN IL)
IL
11/13/2006 - 06/14/2007
IFMG SECURITIES, INC. (CHICAGO IL)
IL
12/04/2002 - 12/31/2006
TCF INVESTMENTS, INC. (CHICAGO IL)
IA
Issued 02/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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