Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weis is an Investment Advisor Representative with Cuso Financial Services, LP. David has been in the industry since May 2007 and has a strong background in financial services. He is registered with the state of Missouri and is a member of FINRA. David is committed to providing personalized financial advice to help 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
11/05/2018 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
MO
01/02/2013 - 11/01/2018
FIRST HEARTLAND CAPITAL, INC. (BALLWIN MO)
MO
10/02/2008 - 12/31/2012
WOODBURY FINANCIAL SERVICES, INC. (ST LOUIS MO)
NY
04/05/2007 - 08/22/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 04/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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