Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Bryant is a financial advisor who has been working in the financial industry for over 16 years. She currently works with Cuso Financial Services, LP, a firm with a focus on providing financial planning, portfolio management, and pension consulting services. Catherine has a strong background in investment management and has passed numerous industry exams, including the Series 7, Series 63, Series 65, and SIE exams. Catherine specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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
NC
09/07/2016 - Present
Cuso Financial Services, LP (Carrboro NC)
NC
05/28/2013 - 09/06/2016
PNC INVESTMENTS (CARRBORO NC)
NC
09/29/2009 - 10/26/2012
SUNTRUST INVESTMENT SERVICES, INC. (CARRBORO NC)
NC
06/17/2009 - 09/30/2009
PRINCOR FINANCIAL SERVICES CORPORATION (RALEIGH NC)
NA
02/17/1994 - 02/27/1995
CRESTAR SECURITIES CORPORATION
NA
05/28/1993 - 02/18/1994
FIRST UNION BROKERAGE SERVICES, INC.
NA
11/07/1991 - 05/28/1993
DOMINION INVESTMENT BANKING, INC.
IA
Issued 09/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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