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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Diane Coutee is a financial advisor with Cuso Financial Services, LP. Katelyn is a registered representative with the state of Colorado and has been working in the financial industry since May 2016. Katelyn is a Series 6, 7 and 63 licensed professional, and has also passed the Series 65 and the Securities Industry Essentials (SIE) exams. Katelyn has experience working with high net worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. Katelyn offers financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and pension consulting services. Katelyn has worked at USAA Financial Advisors, Inc. and T. Rowe Price Investment Services, Inc. prior to joining CUSO Financial Services, LP.
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
CO
05/07/2018 - Present
Cuso Financial Services, LP (Colorado Springs CO)
CO
03/10/2017 - 05/03/2018
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
05/18/2016 - 03/01/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 08/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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