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Aman Ullah Awan

Cuso Financial Services, LP

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About Aman Ullah Awan

Aman Ullah Awan is a financial professional with over 20 years of experience in the industry. Aman is currently registered with Cuso Financial Services, LP and has held previous registrations with Fifth Third Securities, Inc., ING Financial Partners, Inc., Hartford Equity Sales Company Inc., and CCO Investment Services Corp. Aman holds licenses including Series 6, 7, and 63 and has a Certified Financial Planner designation. Aman specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Aman is dedicated to helping clients achieve their financial goals through personalized financial solutions.

Firm Information

Aman Awan 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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Aman Awan’s Registration & Firm History

MI

03/11/2014 - Present

Cuso Financial Services, LP (CANTON MI)

MI

03/05/2012 - 02/07/2014

FIFTH THIRD SECURITIES, INC. (SOUTHFIELD MI)

MI

06/07/2010 - 02/28/2012

ING FINANCIAL PARTNERS, INC. (TROY MI)

MI

07/03/2008 - 12/02/2008

HARTFORD EQUITY SALES COMPANY INC. (FARMINGTON HILLS MI)

MI

12/14/2006 - 03/18/2008

CCO INVESTMENT SERVICES CORP. (SOUTHFIELD MI)

MI

02/02/2006 - 11/10/2006

CCO INVESTMENT SERVICES CORP. (SOUTHFIELD MI)

MI

06/25/2001 - 09/06/2005

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

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Licenses & Designations

BC

Issued 07/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/23/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aman Ullah Awan.
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