Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kutz has been in the financial services industry since May 10, 1989. Mark is currently registered with Cetera Investment Advisers LLC. Mark is also registered with the states of Maryland and Texas. Mark has been registered in numerous states throughout his career including Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Oklahoma, Texas, and Virginia. Mark is a Series 66, Series 63, Series 24 and Series 7 licensed professional. Mark is affiliated with Cetera Investment Advisers LLC and has also previously worked with Investors Capital Corp. and Fidelity Equity Services Corporation. Mark has worked with a range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Mark also provides financial planning and portfolio management services. Mark is also a licensed insurance agent and owns a rental property.
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.
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
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (COLUMBIA MD)
MD
04/28/1995 - 10/03/2016
INVESTORS CAPITAL CORP. (COLUMBIA MD)
NA
02/28/1990 - 04/04/1995
FIDELITY EQUITY SERVICES CORPORATION
FL
11/23/1988 - 10/04/1989
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BOTH
Issued 6/4/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/6/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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