Unclaimed
Jarrett Alexander Raney is a financial advisor registered with Cuso Financial Services, LP in San Diego, CA and Wichita, KS. Jarrett Alexander Raney is also registered as an Investment Advisor Representative (IAR) in Kansas. Jarrett Alexander Raney has been working in the financial industry since August 5, 2019. Jarrett Alexander Raney has passed the Series 7TO and Series 66 exams and the Securities Industry Essentials Examination (SIE). Cuso Financial Services, LP is a Registered Investment Advisor (RIA) headquartered in San Diego, CA. The firm offers a variety of services, including financial planning, portfolio management, and educational seminars. The firm has a strong focus on providing personalized financial advice to individuals, families, and businesses.
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
09/03/2019 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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