Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Williams is a financial advisor who has been in the industry for over 20 years. Matthew currently works at Cuso Financial Services, LP and is registered with the state of Ohio as an Investment Advisor Representative. Matthew has been registered with the state of Ohio since November 2015. Prior to joining Cuso Financial Services, LP, Matthew worked at Pruco Securities, LLC., Oberlin Financial Corp., and again at Pruco Securities, LLC. Matthew is also registered with the state of Ohio as a Registered Representative and is licensed to sell securities in Arizona, California, Florida, Georgia, Indiana, Michigan, North Carolina, Texas, and Virginia. Matthew's firm, Cuso Financial Services, LP, manages approximately $4.7 billion in assets and serves over 16,000 clients.
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
OH
11/17/2015 - Present
Cuso Financial Services, LP (Ontario OH)
OH
02/27/2007 - 11/17/2015
PRUCO SECURITIES, LLC. (MAUMEE OH)
OH
02/09/2005 - 02/20/2007
OBERLIN FINANCIAL CORP. (BRYAN OH)
NJ
03/18/2002 - 02/07/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 06/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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