Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Douglas Kutz is an Investment Advisor Representative who has been in the industry since 1989. Mark is currently registered with Cetera Investment Advisers LLC in Maryland and Texas. Mark also holds the following licenses: Series 7, Series 24, Series 63, and Series 66. Mark has a strong track record of providing investment advice to a wide range of clients, including individuals, businesses, and institutions. Mark is committed to providing personalized service and helping clients achieve their financial goals. Mark has also been registered with Investors Capital Corp., Fidelity Equity Services Corporation, and Investment Management & Research, Inc.
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 06/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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