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RC

Reo B. Cutler

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CRD#: 59512
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Reo Bingham Cutler, who also goes by Reo B Cutler, was a registered financial professional .

Reo is a previously registered financial professional and started their career in finance in 1970. Reo had worked at 7 firms and has passed the Series 63, Series 1 and F04 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Reo B Cutler

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 25, 1990 - November 14, 1990

WHITEHALL INVESTMENT SECURITIES, LTD.

BD
CRD#: 21312
Past

October 11, 1988 - June 28, 1990

MERLIN EQUITIES INC.

BD
CRD#: 13944
Past

February 26, 1988 - September 19, 1988

COVEY & CO., INC.

BD
CRD#: 4110
SALT LAKE CITY, UT
Past

November 29, 1983 - January 21, 1988

MERLIN EQUITIES INC.

BD
CRD#: 13944
Past

October 10, 1975 - February 21, 1976

LINK-UP+1 SECURITIES, INC

BD
CRD#: 6916
Past

December 6, 1972 - June 11, 1985

FIRST EQUITIES CORP.

BD
CRD#: 6372
Past

March 25, 1971 - December 17, 1972

FOSTER & MARSHALL INC.

BD
CRD#: 321
Past

December 23, 1970 - May 6, 1971

P GOODBODY & CO INC

BD
CRD#: 1000003

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/1/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 12/29/1959
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 11/10/1972
Financial Principal Examination

Current Firm


WI
WHITEHALL INVESTMENT SECURITIES, LTD.
MARK ALLEN SECURITIES | WHITEHALL INVESTMENT SECURITIES, LTD. | MARK/ALLEN SECURITIES, INC.

CRD#: 21312 / SEC#: , 8-40392

BD
Cancelled by SEC on 04/01/1994
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 06/24/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WHITEHALL INVESTMENT SECURITIES, LTD.

CRD#: 21312

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