Unclaimed
Jonathan Kuttin is a financial professional who has been in the industry since 1994. Jonathan is currently registered with Ameriprise Financial Services, LLC and holds several licenses including Series 7, 9, 10, 24, 63 and SIE. Jonathan has been registered in 53 states and the District of Columbia. Jonathan has previously been associated with IDS Life Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation 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.
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2
NY
10/03/2006 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
MN
08/18/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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