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I want to switch broker dealers, but I’m afraid the transition will disrupt my business.

Transferring Your License

To transfer your license to Cutter & Company, just complete this Financial Advisor Profile Pre-Licensing Authorization, then fax it to us at 636-537-8779.

Once we have received your Financial Advisor Profile, we will contact you with information regarding:

  • Cutter Financial Advisor agreement
  • Form U-4
  • Fingerprint cards
  • Financial Advisor transfer worksheet
  • Insurance appointments
  • Business cards and letterhead