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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 Scott Dierksheide is a financial advisor with Cuso Financial Services, LP. He is based in Tampa, FL. Jeffrey has been a registered representative since 2011, and has been with Cuso Financial Services, LP since 2012. Previously, he worked at CUNA BROKERAGE SERVICES, INC. in Naples, FL, and Edward Jones in Ft Myers, FL. Jeffrey is a licensed agent, investment adviser representative, and registered representative. He holds the Series 66, Series 7, and SIE exams. Jeffrey specializes in helping clients with financial planning, pension consulting, educational seminars, and portfolio management. He is also a co-owner of a private business called Worthington Realty, based in Ft. Myers, FL.
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.
1
2
FL
10/26/2016 - Present
Cuso Financial Services, LP (Tampa FL)
FL
05/12/2014 - 05/14/2014
CUNA BROKERAGE SERVICES, INC. (NAPLES FL)
OH
01/17/2012 - 05/05/2014
CUSO FINANCIAL SERVICES, L.P. (WESTERVILLE OH)
FL
07/14/2011 - 11/28/2011
EDWARD JONES (FT MYERS FL)
BOTH
Issued 07/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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