Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Peters is a financial advisor with Cuso Financial Services, LP, a firm based in San Diego, CA. Jason has been in the financial services industry for over three years. Cuso Financial Services, LP is a registered investment advisor that provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Jason holds the Series 99 and the SIE 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.
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CA
06/11/2018 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
12/23/2015 - 06/25/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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