Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Beddow is a financial professional with over 30 years of experience in the industry. Kathleen is currently registered with Cuso Financial Services, Lp. Previously, Kathleen was associated with firms including Infinex Investments, Inc., Essex National Securities, LLC, IFMG Securities, Inc., CCO Investment Services Corp., Charter One Securities, Inc., ABN AMRO Financial Services, Inc., Independence One Brokerage Services, Inc., and Phoenix Equity Planning Corporation. Kathleen has a broad range of experience including providing financial planning and portfolio management for individuals and businesses.
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
09/12/2022 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
MI
07/01/2016 - 09/09/2022
INFINEX INVESTMENTS, INC. (TROY MI)
MI
03/10/2008 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (TROY MI)
MI
09/18/2006 - 03/10/2008
IFMG SECURITIES, INC. (TROY MI)
MI
12/01/2005 - 04/05/2006
CCO INVESTMENT SERVICES CORP. (NOVI MI)
OH
11/26/2002 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
10/08/2001 - 10/04/2002
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MI
02/04/1991 - 10/08/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
CT
09/25/1989 - 01/30/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 02/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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