Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeri? Claim Your ProfileJeri Lynne Bitner is a registered representative and investment advisor representative in the state of California. Jeri Lynne Bitner has been in the securities industry for over 17 years. Currently, Jeri Lynne Bitner is registered with Cuso Financial Services, LP and has been with the firm since April 2003. The firm's main office is located in San Diego, CA. Cuso Financial Services, LP specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for both individuals and businesses.
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
CA
01/31/2007 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeri Bitner is the right advisor for you? Invested Better is here to help.
