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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 James Clements is a financial professional with experience in the financial services industry. Jeffrey Clements is a registered representative of Cuso Financial Services, LP and is also a registered investment advisor. Previously Jeffrey Clements was a registered representative of Questar Capital Corporation, and Independence Capital Co., Inc. Jeffrey Clements has a broad range of experience and is well-equipped to help individuals and families achieve 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
MI
07/13/2016 - Present
Cuso Financial Services, LP (DEARBORN MI)
MI
02/24/2014 - 12/16/2014
QUESTAR CAPITAL CORPORATION (STERLING HEIGHTS MI)
OH
09/07/2011 - 02/24/2014
INDEPENDENCE CAPITAL CO., INC. (PARMA OH)
IA
Issued 02/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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