Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colm? Claim Your ProfileColm F. Bailey is a registered representative with Cuso Financial Services, LP and has been in the industry since 2008. Colm Bailey holds a Series 66 license and is registered in several states including Alabama, Florida, Indiana, Maryland, North Carolina, South Carolina, Texas and Virginia. Colm Bailey previously worked for CUNA Brokerage Services, Inc., WFG Investments, Inc., Morgan Stanley Smith Barney, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cuso Financial Services, LP provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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
CA
05/14/2014 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
SC
07/24/2012 - 05/15/2014
CUNA BROKERAGE SERVICES, INC. (N CHARLESTON SC)
SC
08/31/2010 - 07/10/2012
WFG INVESTMENTS, INC. (CHARLESTON SC)
SC
12/15/2009 - 09/13/2010
MORGAN STANLEY SMITH BARNEY (CHARLESTON SC)
SC
12/12/2007 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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