Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn J. Kirwan is a financial advisor with Cuso Financial Services, LP. John has been in the financial services industry since 2008. John is registered with FINRA and the state of New York. John has experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses. John is also a member of Champion Bridge Street Properties II LLC, a community property company in East Syracuse, New York.
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
NY
12/22/2023 - Present
Cuso Financial Services, LP (Fayetteville NY)
NY
08/02/2010 - 02/19/2015
LPL FINANCIAL LLC (SYRACUSE NY)
NY
06/01/2009 - 07/26/2010
MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)
NY
11/27/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
BOTH
Issued 12/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Kirwan is the right advisor for you? Invested Better is here to help.
