Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Kenneth Wess is a financial professional with over 25 years of experience in the industry. Howard is a Registered Representative of Cuso Financial Services, LP, where they have been employed since April of 2000. Howard is licensed to provide financial and investment advice in several states, including California, Arizona, Nevada, Colorado, Oregon, Washington, Idaho, Montana, New Mexico, Ohio, and Texas. They hold Series 6, 7, 63 and 66 licenses, along with the SIE certification, and are currently active in providing financial advice for Cuso Financial Services, LP. Prior to joining Cuso Financial Services, LP, Howard worked for Cal Fed Investments in Sacramento, CA. They are committed to providing clients with personalized financial advice and guidance 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
CA
12/17/2001 - Present
Cuso Financial Services, LP (WHITTIER CA)
CA
01/31/1997 - 05/05/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
07/23/1996 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 12/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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