Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Gibson is a registered investment advisor representative with Cuso Financial Services, LP. Jennifer has been in the financial services industry since March 13, 2005 and holds Series 7 and 66 licenses. Jennifer's experience and qualifications allow her to provide a variety of financial services to clients including financial planning and portfolio management for individuals and businesses. Jennifer has been associated with Cuso Financial Services, LP since December 5, 2011 and is licensed in North Carolina. Jennifer also works with Allegacy Federal Credit Union.
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
NC
12/05/2011 - Present
Cuso Financial Services, LP (CLEMMONS NC)
NC
08/06/2009 - 06/03/2010
HORNOR, TOWNSEND & KENT, INC. (DURHAM NC)
NC
09/27/2001 - 08/21/2007
UVEST FINANCIAL SERVICES GROUP, INC. (LEXINGTON NC)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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