Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanne? Claim Your ProfileDeanne Laurvick has been a registered representative in the financial industry since 1996, starting her career with Scudder Investor Services, Inc. in New York, NY. Deanne has a wide range of experience, having worked with Primevest Financial Services, Inc. in St. Cloud, MN. Deanne is currently a Registered Representative at Cuso Financial Services, LP, a financial firm specializing in investment advisory services. Deanne focuses on portfolio management for businesses and individuals, offering financial planning and pension consulting services.
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
CA
01/08/2003 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
MN
04/19/2001 - 01/02/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
04/09/1996 - 12/31/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Deanne Laurvick is the right advisor for you? Invested Better is here to help.
