Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deidre? Claim Your ProfileDeidre Knott is a financial advisor with Cuso Financial Services, LP, based in Jacksonville, Florida. Deidre has been in the industry since 2007 and has a broad range of experience, including providing financial planning, portfolio management, and educational seminars. Deidre is also a registered representative with both FINRA and the state of Florida. Deidre has been with Cuso Financial Services, LP since 2023. Before that, Deidre worked at BBVA Securities Inc. from 2013 to 2021.
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
FL
01/23/2024 - Present
Cuso Financial Services, LP (Jacksonville FL)
FL
05/16/2013 - 06/02/2021
BBVA SECURITIES INC. (ORANGE PARK FL)
FL
03/28/2005 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ORANGE PARK FL)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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