Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Wilson is a financial advisor with over 20 years of experience in the industry. Ann has been registered with Cuso Financial Services, LP since November 2023. Previously Ann worked at Fifth Third Securities, Inc. for over a decade. Ann is licensed to provide investment advice in Ohio. Ann has a Series 66 and a Series 7 securities license.
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
OH
11/20/2023 - Present
Cuso Financial Services, LP (Beavercreek OH)
OH
10/28/2010 - 11/20/2023
FIFTH THIRD SECURITIES, INC. (DAYTON OH)
OH
07/09/2010 - 10/19/2010
CHASE INVESTMENT SERVICES CORP. (DAYTON OH)
OH
04/28/2004 - 07/12/2010
UBS FINANCIAL SERVICES INC. (DAYTON OH)
OH
02/17/2004 - 04/15/2004
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
MO
08/08/2002 - 02/18/2004
EDWARD JONES (ST. LOUIS MO)
NJ
12/21/2001 - 08/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 01/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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