Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan James Badge is a financial advisor with Cuso Financial Services, LP. Evan has been in the financial services industry since 2016 and has licenses in Michigan and Texas. Evan has been registered with CUSO Financial Services, LP since 2020 and previously worked for Infinex Investments, Inc. and Jackson National Life Distributors, LLC. Evan holds the Series 6, 7, 63 and 66 securities licenses and has experience with a variety of financial products and services, including securities, variable contracts, mutual funds, and financial planning.
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
MI
12/22/2023 - Present
Cuso Financial Services, LP (MADISON HEIGHTS MI)
MI
05/14/2018 - 03/24/2020
INFINEX INVESTMENTS, INC. (PORTAGE MI)
TN
07/12/2016 - 05/11/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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