Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Oswald is a financial professional with Cuso Financial Services, LP in WEST CHESTER, PA. Kevin has been in the financial services industry for over 2 years. Kevin is licensed to sell securities in Pennsylvania. Kevin holds the Series 63, Series 7TO, and SIE licenses and is registered with FINRA. Cuso Financial Services, LP is a financial advisory firm based in San Diego, CA. The firm has a total of 4,664,869,848 in assets under management. Cuso Financial Services, LP provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
PA
05/11/2023 - Present
Cuso Financial Services, LP (WEST CHESTER PA)
BC
Issued 07/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Oswald is the right advisor for you? Invested Better is here to help.
