Unclaimed
Gabriel Brogden is a financial professional with over 20 years of experience in the industry. He is a registered representative and investment advisor representative in South Carolina and Texas. Gabriel is currently affiliated with Cuso Financial Services, LP. He specializes in providing financial planning services to individuals, businesses, and retirement plans. He is also a Certified Financial Planner™ professional. Gabriel holds Series 7, 63, 65, and 66 licenses and the SIE certification.
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
SC
10/27/2020 - Present
Cuso Financial Services, LP (Charleston SC)
SC
06/09/2009 - 06/03/2015
BB&T INVESTMENT SERVICES, INC. (GREENVILLE SC)
OH
03/24/2008 - 06/03/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NJ
02/15/2006 - 03/17/2008
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
ME
02/04/2004 - 02/24/2006
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
NC
06/19/2001 - 10/29/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
02/27/2001 - 05/21/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/11/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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