Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Rose Taylor is a financial advisor with Cuso Financial Services, LP based in Appleton, Wisconsin. Keri has been in the industry since November 7, 2000, and has held previous roles with Stifel, Nicolaus & Company, Incorporated and B.C. Ziegler and Company. Keri holds Series 6, 7, and 63 licenses, and is a registered representative in Wisconsin. Keri specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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
WI
04/16/2018 - Present
Cuso Financial Services, LP (Appleton WI)
WI
03/16/2018 - 04/24/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (APPLETON WI)
WI
11/08/2000 - 03/16/2018
B. C. ZIEGLER AND COMPANY (APPLETON WI)
BC
Issued 05/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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