Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer L Sugden is a financial advisor with Cuso Financial Services, LP in Austin, TX. Jennifer has been in the financial industry for 15 years and has experience with both individual investors and businesses. She has a wide range of expertise, including financial planning, investment management, and pension consulting. Jennifer holds a Series 7 and Series 66 license and a SIE license. She is also registered in 20 states to provide investment advisory services.
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
05/26/2020 - Present
Cuso Financial Services, LP (AUSTIN TX)
CA
07/08/2013 - 10/21/2019
MORGAN STANLEY (SACRAMENTO CA)
CA
03/17/2011 - 01/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
07/10/2008 - 09/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
09/27/2006 - 07/14/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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