Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cutler Patten is a registered Investment Advisor Representative with Cutler Investment Group. Matthew holds Series 2 and Series 65 licenses. Matthew has been in the financial services industry since August 2003. Cutler Investment Group provides financial advisory services to individuals, businesses, investment companies, pension and profit-sharing plans, charitable organizations and high-net-worth individuals. The firm is headquartered in Jacksonville, Oregon. Matthew is currently registered in California, Oregon and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
OR
12/18/2017 - Present
Cutler Investment Group (JACKSONVILLE OR)
IA
Issued 08/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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