Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Scofield Lepe is a financial advisor registered with Cuso Financial Services, LP. Logan has been in the financial services industry since 2005. Prior to joining Cuso Financial Services, LP, Logan worked for ESSEX NATIONAL SECURITIES, LLC, U.S. BANCORP INVESTMENTS, INC., CHASE INVESTMENT SERVICES CORP., and WAMU INVESTMENTS, INC.. Logan holds the Series 31, Series 7, Series 66, and SIE licenses. Logan specializes in providing financial planning and portfolio management services for individuals, businesses, and retirement plans.
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
11/14/2016 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
03/05/2012 - 10/02/2013
ESSEX NATIONAL SECURITIES, LLC (SAN DIEGO CA)
CA
05/14/2010 - 03/01/2012
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
CA
05/02/2009 - 05/04/2010
CHASE INVESTMENT SERVICES CORP. (SAN YSIDRO CA)
CA
05/09/2006 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN YSIDRO CA)
NY
07/29/2005 - 05/10/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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