Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfred? Claim Your ProfileWilfred Bruce Cuthbert is a financial advisor with over 12 years of experience in the industry. Wilfred is currently registered with Morgan Stanley and has been with the firm since March 2023. Prior to that, Wilfred was with E*TRADE SECURITIES LLC for over 10 years. Wilfred holds the Series 66, Series 24, SIE and Series 7 licenses and is registered in 53 states and two districts for securities and investment advisory services. Wilfred also has a strong background in education, art, and culture, having worked as a private music teacher and worship leader for many years.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/05/2023 - Present
Wealthpenn.comllc (Alpharetta GA)
GA
12/18/2013 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
GA
01/01/2011 - 12/10/2013
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
TX
01/14/2013 - 02/28/2013
APEX CLEARING CORPORATION (DALLAS TX)
BOTH
Issued 4/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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