Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Steven Witt is a registered representative with Cuso Financial Services, LP. Alan Steven Witt has been in the financial services industry since January 31, 2013 and is currently registered with Cuso Financial Services, LP in Virginia. Alan Steven Witt is also a board member of the Boys and Girls Club of the Virginia Peninsula. Alan Steven Witt has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Wells Fargo Bank NA, and Wells Fargo Clearing Services, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
08/16/2023 - Present
Cuso Financial Services, LP (Newport News VA)
VA
11/02/2017 - 08/07/2023
LPL FINANCIAL LLC (HAMPTON VA)
VA
11/05/2015 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
09/29/2014 - 10/07/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
VA
12/03/2012 - 09/04/2014
WELLS FARGO ADVISORS, LLC (HAMPTON VA)
BOTH
Issued 12/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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