Unclaimed
Zachary Adam Cutkomp is a financial advisor registered with Capital Client Group, Inc. The advisor has been in the industry since April 2015. The advisor has a Series 66, Series 26, Series 7 and SIE licenses. Zachary Cutkomp is registered in California, Minnesota, North Dakota, South Dakota and Wisconsin. Zachary Cutkomp is also registered with the state of California as an Investment Advisor Representative.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
01/06/2020 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
IA
02/23/2015 - 11/27/2015
FSB PREMIER WEALTH MANAGEMENT, INC. (WATERLOO IA)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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