Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kearns is a financial advisor with Cuso Financial Services, LP. Brian is an active advisor with a focus on financial planning, portfolio management, and pension consulting. Brian has a long career in the financial industry, with over 30 years of experience. Brian is registered with the state of Hawaii as a Broker-Dealer and Investment Advisor.
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
HI
08/04/2011 - Present
Cuso Financial Services, LP (HONOLULU HI)
HI
06/04/2004 - 07/18/2011
LPL FINANCIAL LLC (HONOLULU HI)
NC
03/06/2003 - 08/18/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
02/05/1999 - 06/14/2002
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
HI
07/21/1993 - 02/10/1999
PACIFIC CENTURY INVESTMENT SERVICES, INC (HONOLULU HI)
RI
07/08/1991 - 09/29/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
CA
09/12/1989 - 03/27/1991
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NA
12/09/1988 - 08/30/1989
J. T. MORAN & CO., INC.
NA
03/08/1988 - 01/09/1989
KIDDER, PEABODY & CO. INCORPORATED
NA
06/08/1984 - 03/17/1988
NORTH AMERICAN INVESTMENT CORP.
NA
03/01/1983 - 06/04/1984
FIRST ALBANY CORPORATION
NA
07/21/1982 - 04/08/1983
FIRST INVESTORS CORPORATION
IA
Issued 08/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/1997
Series 4 - Registered Options Principal Examination
BC
Issued 05/12/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/29/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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