Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Daisog is a financial advisor with Cuso Financial Services, LP. Amy is registered to offer securities in Oregon. Amy is licensed to offer securities in the following areas: General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination and Securities Industry Essentials Examination. Amy has been in the financial services industry for over 20 years. Amy has worked for various financial institutions including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Washington Federal Bank, Nibbley's Cafe and Bakery, First Community Credit Union, Washington Federal, Express Employment, US Bank, Avangrid and CUSO Financial Services, LP.
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.
1
2
OR
09/09/2024 - Present
Cuso Financial Services, LP (Klamath Falls OR)
OH
09/14/2021 - 08/06/2022
J.P. MORGAN SECURITIES LLC (WAPAKONETA OH)
BC
Issued 06/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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