Unclaimed
John Leroy Friday is a financial advisor with over 25 years of experience in the industry. John is currently registered with Cuso Financial Services, LP in Michigan and Texas. John has held previous registrations with other firms including CCO Investment Services Corp., Charter One Securities, Inc., Locust Street Securities, Inc., and Jackson National Financial Services, Inc. John specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. John also conducts educational seminars and provides selection of other advisors.
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
MI
12/22/2023 - Present
Cuso Financial Services, LP (LIVONIA MI)
MI
12/01/2005 - 04/07/2006
CCO INVESTMENT SERVICES CORP. (WARREN MI)
OH
03/15/1999 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IA
02/05/1998 - 03/15/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
11/15/1996 - 10/15/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 12/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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