Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamron? Claim Your ProfileKamron Jensen is a financial advisor with Cuso Financial Services, LP. Kamron has been in the industry since 2015. Prior to joining Cuso Financial Services, LP, Kamron was affiliated with Raymond James & Associates, Inc. Kamron holds licenses Series 7, Series 63, Series 66, and Series 52TO.
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
UT
07/03/2023 - Present
Cuso Financial Services, LP (West Valley UT)
UT
01/27/2021 - 06/23/2023
RAYMOND JAMES & ASSOCIATES, INC. (COTTONWOOD HEIGHTS UT)
UT
10/20/2020 - 11/12/2020
MORGAN STANLEY (South Jordan UT)
UT
11/08/2018 - 12/31/2019
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
UT
08/12/2015 - 02/23/2016
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 03/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2016
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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