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Aimee Christine Marden

Cuso Financial Services, LP

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About Aimee Christine Marden

Aimee Christine Marden is a financial advisor with Cuso Financial Services, LP. Aimee has been in the financial services industry since 2012 and holds a Series 7, Series 63, and Series 65. Aimee is registered to offer investment advice in 20 states and is currently registered with Cuso Financial Services, LP as a Registered Representative and Investment Advisor Representative. Aimee specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Aimee also provides educational seminars.

Firm Information

Aimee Marden is currently registered with Cuso Financial Services, LP. Cuso Financial Services, LP is a partnership formed in November 1996 and headquartered in San Diego, CA. They are a Registered Investment Advisor with the SEC and are also registered in 53 states. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and participate in wrap fee programs. They manage over $4.6 billion in assets for a diverse client base including high-net-worth individuals, corporations, individuals, and charitable organizations.
Cuso Financial Services, LP

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$4.66B

Assets Under Management

16,218

Total Clients

639

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aimee Marden’s Registration & Firm History

MA

03/20/2017 - Present

Cuso Financial Services, LP (HADLEY MA)

MA

02/17/2012 - 01/06/2016

AXA ADVISORS, LLC (WENDELL MA)

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Licenses & Designations

IA

Issued 02/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aimee Christine Marden.
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