Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Carlos Smith is a registered representative with Cuso Financial Services, LP. Blake is also a registered investment advisor. Blake has been in the industry since 2022. Blake has passed the Series 66, Series 7TO and SIE exams. Blake's current employment is with Cuso Financial Services, LP in the North Bend, OR branch.
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
06/28/2022 - Present
Cuso Financial Services, LP (NORTH BEND OR)
BOTH
Issued 06/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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