Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genevieve? Claim Your ProfileGenevieve Marie Wilk is a financial professional with over 5 years of experience in the securities industry. Genevieve is registered with Cuso Financial Services, LP, which is a national financial services firm headquartered in San Diego, California. She holds Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Genevieve's specializations include retirement planning, college savings, estate planning, and investment management. She works with individuals, families, and small businesses to help them reach their financial goals.
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
06/06/2015 - Present
Cuso Financial Services, LP (LIVONIA MI)
BC
Issued 10/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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