Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitzi? Claim Your ProfileMitzi Suzanne Pasch is a financial advisor with Cutter & Company, Inc. Mitzi has been in the industry since June 20, 1988. Mitzi is registered with the state of Indiana as a Registered Investment Advisor. Mitzi's firm has offices in Ballwin, MO and Boca Raton, FL. Mitzi provides financial planning and portfolio management services for individuals and businesses. Mitzi is also a licensed clinical social worker and has a background in real estate sales.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/07/2009 - Present
Cutter & Company, Inc. (BALLWIN MO)
GA
10/06/1998 - 04/13/2006
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
MO
01/14/1997 - 10/05/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
01/17/1994 - 01/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/21/1988 - 01/24/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mitzi Pasch is the right advisor for you? Invested Better is here to help.
