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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Zemp is a financial advisor with Cuso Financial Services, LP, located in San Diego, California. Jeffery has been in the industry since 2014 and is licensed in Nevada and Iowa. Jeffery is a Certified Financial Planner and specializes in providing financial planning services to individuals and businesses. Jeffery also offers portfolio management services, educational seminars, and pension consulting.
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
NV
03/06/2024 - Present
Cuso Financial Services, LP (Las Vegas NV)
NV
05/03/2023 - 02/29/2024
FIDELITY BROKERAGE SERVICES LLC (HENDERSON NV)
NV
09/06/2017 - 01/27/2022
CITY NATIONAL SECURITIES, INC. (LAS VEGAS NV)
NV
05/24/2017 - 08/30/2017
SCOTTRADE, INC. (HENDERSON NV)
NV
01/21/2014 - 05/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSON NV)
BOTH
Issued 02/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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