Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gillian? Claim Your ProfileGillian Stoddard is a financial advisor with Cuso Financial Services, LP. Gillian has been in the financial industry for over 2 years and holds the Series 66, Series 7TO, and SIE licenses. Gillian is a registered investment advisor in Connecticut, Florida, New Jersey, and New York. In addition to financial planning, portfolio management, and educational seminars, Gillian is a contracted agent with Acrisure LLC. Prior to joining Cuso Financial Services, LP, Gillian worked as a financial advisor with B. Riley Wealth Management and Northwestern Mutual Investment Services, LLC.
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
NY
03/28/2024 - Present
Cuso Financial Services, LP (Brooklyn NY)
NY
01/11/2023 - 03/07/2024
B. RILEY WEALTH MANAGEMENT (Westbury NY)
NY
09/13/2021 - 01/19/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BOTH
Issued 11/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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