Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Norlander is a financial advisor with Cuso Financial Services, LP. Jacob has been in the industry since November 2018, and has held licenses with both the state of Wisconsin and the Financial Industry Regulatory Authority (FINRA). Jacob has a strong background in financial planning, and works with individuals, businesses, and charitable organizations. Jacob is dedicated to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Previously, Jacob was employed by PFS Investments Inc. Jacob holds a Series 6, Series 7TO, Series 63 and Series 65 licenses.
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
WI
06/13/2023 - Present
Cuso Financial Services, LP (Kimberly WI)
WI
07/17/2018 - 08/23/2022
PFS INVESTMENTS INC. (APPLETON WI)
IA
Issued 12/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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