Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Anne Grier is an investment advisor representative at Cuso Financial Services, LP, registered with the state of South Carolina. Margaret has been in the financial industry since October 6, 2016 and holds Series 6, 7, 63 and 65 licenses. Margaret has over 12 years of experience in various financial roles, including investment & insurance coordinator at South Carolina Federal Credit Union. Margaret is currently working as a room supervisor at ACT and Collage Board. Margaret is also the owner of One Leash, Four Paws and a dog walker at Brown Dog Walking Co. Margaret is the Board President of Girls on the Run Coastal South Carolina.
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
SC
10/02/2019 - Present
Cuso Financial Services, LP (North Charleston SC)
IA
Issued 10/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2019
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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