Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Lee Cusick is an active advisor registered with Cetera Investment Advisers LLC. Jackson Lee Cusick is licensed to provide advisory services in Arizona, California, Colorado, Georgia, Nevada, Utah, and Washington. Jackson Lee Cusick has been in the industry since August 2021. Prior to joining Cetera Investment Advisers LLC, Jackson Lee Cusick worked with Securian Financial Services, Inc. and CRI Securities, LLC. Jackson Lee Cusick also has experience working as a sports coach/referee for Adrenaline - Events.
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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CA
08/10/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
08/31/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)
CA
08/31/2021 - 10/28/2021
CRI SECURITIES, LLC (San Diego CA)
BOTH
Issued 10/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 4/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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