Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cutter is a Registered Investment Advisor with Cutter Financial Group LLC. Jeffrey has been in the industry since 2004 and is licensed in Massachusetts. Cutter Financial Group LLC is a registered investment adviser with the Securities and Exchange Commission (SEC) and is based in Falmouth, MA. Jeffrey Cutter specializes in financial planning, portfolio management for individuals, and insurance and financial products for consumers. Jeffrey Cutter's firm has over $200 million in assets under management. Jeffrey also works with clients through PRECISION CAPITAL MANAGEMENT, an Independent Investment Advisor.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
10/18/2017 - Present
Cutter Financial Group LLC (FALMOUTH MA)
MA
08/24/2004 - 11/16/2009
ING FINANCIAL PARTNERS, INC. (FALMOUTH MA)
BOTH
Issued 04/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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