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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Birk is a financial advisor at Cuso Financial Services, LP, a firm that provides financial planning and advisory services to individuals, businesses, and institutions. Jeffrey has been in the financial services industry since 2014 and holds licenses for both broker-dealer and investment advisor activities. Jeffrey has experience working with Wells Fargo Clearing Services, LLC and has expertise in a wide range of financial planning and advisory services. Jeffrey is committed to providing his clients with personalized service and a comprehensive understanding of their financial goals.
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
TX
07/02/2024 - Present
Cuso Financial Services, LP (AUSTIN TX)
TX
02/28/2014 - 06/27/2024
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
IA
Issued 04/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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