Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cutler is a financial advisor at William Blair in Chicago, Illinois. John has been in the industry since March 2008 and is currently registered as a Registered Representative in Illinois. John has a background in financial services, having previously worked at UBS Financial Services Inc., Robertson Stephens, Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. John specializes in investments for individuals, businesses, and pooled investment vehicles.
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.
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.
Equity research services
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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/16/2018 - Present
William Blair (CHICAGO IL)
CT
07/27/2001 - 10/03/2006
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CA
01/06/2000 - 07/27/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NJ
07/02/1996 - 01/10/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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