Gulseren Mutlu
Professional summary
Gulseren Mutlu, who also goes by Dr. G Mutlu, Dr. Gulseren Mutlu, Gulseren (sera) Mutlu, is a registered financial advisor currently at MONIES WEALTH LLC located in Austin, Texas.
Gulseren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gulseren has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gulseren Mutlu's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 4, 2023 - Present
MONIES WEALTH LLC
Office #1: 2520 South Interstate 35 Ste 102, Austin, TX 78704December 22, 2022 - August 14, 2023
CALTON & ASSOCIATES, INC.
February 21, 2022 - August 14, 2023
CALTON & ASSOCIATES, INC.
January 7, 2022 - January 3, 2023
FOREFRONT
October 19, 2021 - January 10, 2022
CALTON & ASSOCIATES, INC.
October 12, 2021 - November 3, 2021
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/4/2023)
Exams
Series 7TO
Date: 10/12/2021
General Securities Representative ExaminationCurrent Firm
MONIES WEALTH LLC
CRD#: 327872 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 118,000 |
Red Flags
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