Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Anthony Fox is a financial advisor with Cuso Financial Services, LP. Ira has been in the industry since 2010. Ira is registered with the state of Oregon and has a Series 6, 7, and 63 license, as well as the SIE exam. Ira has a long history of working with individuals and businesses. Ira provides a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management.
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
OR
04/10/2013 - Present
Cuso Financial Services, LP (OAK GROVE OR)
OR
01/03/2011 - 04/18/2013
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
05/07/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRESHAM OR)
IA
Issued 06/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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