Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed Lee Kutzen is a financial advisor with Prospera Financial Services, Inc. Jed has been in the financial industry for over 18 years. He currently holds licenses to provide investment advice in Arizona, California, Connecticut, Florida, Hawaii, Maine, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania and Virginia. In addition to his licensing, Jed is also a Series 24 principal. Jed is based in Melrose, MA and offers financial planning and investment advice to individuals, families, and businesses. Jed’s commitment to providing personalized financial guidance is evident through the specialization services offered, which includes a focus on retirement planning, college savings, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
MA
07/01/2014 - Present
Prospera Financial Services, Inc. (Melrose MA)
MA
09/21/2005 - 06/20/2014
LPL FINANCIAL LLC (MELROSE MA)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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