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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Habing is an investment advisor representative with Cuso Financial Services, LP. John Joseph Habing has been in the industry since 1994. John Joseph Habing is registered with the state of New Mexico as an investment advisor representative. Cuso Financial Services, LP is based in San Diego, California. The firm is registered with the Securities and Exchange Commission (SEC) and has offices in Albuquerque, New Mexico. Cuso Financial Services, LP provides a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and 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
NM
03/20/2002 - Present
Cuso Financial Services, LP (Albuquerque NM)
SC
08/18/1998 - 10/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
12/03/1996 - 08/07/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
01/04/1994 - 08/28/1996
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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