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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Davey is an investment advisor representative registered with Cuso Financial Services, LP since January 2020. Prior to that, Joseph Davey was registered with LPL FINANCIAL LLC from May 1999 to February 2020 and with DEAN WITTER REYNOLDS INC. from October 1990 to May 1992. Joseph Davey has been in the financial services industry since October 1997. Joseph Davey has licenses for Series 63, Series 65, Series 7, and Series 24. Joseph Davey is licensed in Arizona, California, Colorado, Connecticut, Florida, Maine, Maryland, Michigan, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Utah, Virginia, Washington, and Wisconsin. Joseph Davey is registered with FINRA and is a member of CUSO Financial Services, LP. CUSO Financial Services, LP is a registered investment advisor headquartered in San Diego, California. CUSO Financial Services, LP specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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
AZ
01/02/2020 - Present
Cuso Financial Services, LP (Tucson AZ)
AZ
05/14/1999 - 02/21/2020
LPL FINANCIAL LLC (TUCSON AZ)
NY
10/04/1990 - 05/13/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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