Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonah? Claim Your ProfileJonah Kaufman is a financial advisor with Cuso Financial Services, LP. Jonah has been in the financial services industry since December 2008. Jonah currently holds FINRA Series 6, 7, and 66 registrations and the SIE. Jonah has been registered with Cuso Financial Services, LP since December 2011. Jonah previously worked at CUNA Brokerage Services, Inc. and Fidelity Brokerage Services LLC. Jonah is a registered Investment Advisor Representative with the state of North Carolina.
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
CA
12/07/2011 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
NC
11/02/2011 - 12/07/2011
CUNA BROKERAGE SERVICES, INC. (DURHAM NC)
NC
10/23/2008 - 09/21/2011
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
BOTH
Issued 07/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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