Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Valeri is a financial advisor with Cuso Financial Services, LP. Evan has been in the industry since 2023 and is registered in Michigan, California, Florida, Maryland, Ohio, Texas, and Washington. Evan is a Series 66, Series 7TO, and SIE licensed professional and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Evan offers financial planning, portfolio management, educational seminars, and selection of other advisers.
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
03/25/2024 - Present
Cuso Financial Services, LP (Auburn Hills MI)
MI
09/16/2023 - 03/26/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Detroit MI)
BOTH
Issued 10/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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