Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Chen is a financial advisor with Cuso Financial Services, LP, an independent broker-dealer, and registered investment advisor. With over 17 years of experience in the financial services industry, Danny specializes in providing financial planning, portfolio management, and investment advisory services. Danny is licensed to offer securities in California. Danny has a strong track record of helping clients achieve their financial goals.
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
01/13/2023 - Present
Cuso Financial Services, LP (Anaheim CA)
CA
08/20/2008 - 02/06/2023
WESCOM FINANCIAL SERVICES (ANAHEIM CA)
CA
08/27/2007 - 02/08/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
09/19/2005 - 09/14/2007
E*TRADE SECURITIES LLC (TORRENCE CA)
BOTH
Issued 02/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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