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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Mayo is a financial advisor with over 13 years of experience in the industry. Douglas Mayo is currently registered with Cuso Financial Services, LP, and is licensed to provide financial advice in Texas. Douglas Mayo has previously worked with U.S. Bancorp Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Chase Investment Services Corp. Douglas Mayo has a broad range of experience in the financial services industry, including working with individuals, families, and businesses. Douglas Mayo is committed to providing clients with personalized financial advice and guidance.
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
09/13/2012 - Present
Cuso Financial Services, LP (AUSTIN TX)
OR
07/08/2011 - 08/17/2012
U.S. BANCORP INVESTMENTS, INC. (REDMOND OR)
OR
03/02/2011 - 05/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
OR
09/17/2009 - 10/01/2010
CHASE INVESTMENT SERVICES CORP. (BEND OR)
IA
Issued 07/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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