Gulseren MutluCRD Number: 7435976
Current Firm: Forefront Wealth Partners
Gulseren Mutlu (CRD# 7435976) is an Investment Advisor Representative working at Forefront Wealth Partners in Austin, TX and has 1 year of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Calton & Associates, Inc.||Austin, TX||Feb 2022 - Current||< 1|
|Forefront Wealth Partners||Austin, TX||Jan 2022 - Current||< 1|
|Calton & Associates, Inc.||Austin, TX||Oct 2021 - Jan 2022||< 1|
|Park Avenue Securities||Austin, TX||Sep 2021 - Oct 2021||< 1|
|Rethink Wealth||Austin, TX||Aug 2021 - Sep 2021||< 1|
|Unemployed||Austin, TX||May 2021 - Jul 2021||< 1|
|University Of Texas At Austin||Austin, TX||Jan 2018 - Apr 2021||3|
|Idea Schools||Austin, TX||Sep 2019 - Dec 2019||< 1|
|Unemployed||Austin, TX||Jun 2019 - Aug 2019||< 1|
|Unemployed||Austin, TX||Jul 2017 - Dec 2017||< 1|
|City University Of Hong Kong||Kowloon Tong,||Aug 2010 - Jun 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management36MILLIONS
Total Number of Accounts149ACCOUNTS
Average Account Value$240,302
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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