Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Wakin is an investment advisor representative with Cuso Financial Services, LP. Danny has been in the industry for over 30 years and has a strong background in financial planning and portfolio management. Danny is a Registered Representative and Investment Advisor Representative.
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
TX
02/04/2025 - Present
Cuso Financial Services, LP (Weatherford TX)
TX
05/11/2012 - 07/20/2022
ALLSTATE FINANCIAL SERVICES, LLC (BURLESON TX)
NC
12/13/2010 - 11/17/2011
CAROLINA FINANCIAL SECURITIES, LLC (BREVARD NC)
NC
06/14/2001 - 03/16/2010
SYNERGY INVESTMENT GROUP, LLC (LENIOR NC)
NC
08/17/1995 - 07/30/2001
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NC
03/03/1994 - 06/26/1995
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NC
09/13/1993 - 02/01/1994
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
02/11/1991 - 08/27/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/15/1988 - 02/22/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/29/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
09/07/1983 - 11/04/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/20/1983 - 08/25/1983
EPPLER, GUERIN & TURNER, INC.
BOTH
Issued 12/21/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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