Invested Better
Unclaimed

Unclaimed

Unclaimed

Lawrence Alex Nazarenus

Cuso Financial Services, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lawrence? Claim Your Profile

About Lawrence Alex Nazarenus

Lawrence Nazarenus is a financial advisor with over 20 years of experience in the financial services industry. Lawrence has been registered with Cuso Financial Services, LP since June 2012. Lawrence has a broad range of experience in providing investment advice and financial planning services to individuals and businesses. Lawrence's experience includes working with Edward Jones, TD Ameritrade, Inc., and LinSCO/Private Ledger Corp. Lawrence holds the Series 63, Series 66 and Series 7 licenses.

Firm Information

Lawrence Nazarenus is currently registered with Cuso Financial Services, LP. Cuso Financial Services, LP is a partnership formed in November 1996 and headquartered in San Diego, CA. They are a Registered Investment Advisor with the SEC and are also registered in 53 states. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and participate in wrap fee programs. They manage over $4.6 billion in assets for a diverse client base including high-net-worth individuals, corporations, individuals, and charitable organizations.
Cuso Financial Services, LP

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$4.66B

Assets Under Management

16,218

Total Clients

639

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lawrence Nazarenus’s Registration & Firm History

CO

06/01/2012 - Present

Cuso Financial Services, LP (Littleton CO)

CO

10/15/2009 - 10/11/2011

TD AMERITRADE, INC. (DENVER CO)

CO

11/14/2005 - 09/25/2009

EDWARD JONES (LITTLETON CO)

SC

03/18/2005 - 10/14/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

TX

04/26/2000 - 11/05/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Lawrence Alex Nazarenus is right for you?

Licenses & Designations

BOTH

Issued 03/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Alex Nazarenus.
Not sure if Lawrence Alex Nazarenus is right for you?