Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Edward Lee is a registered investment advisor representative with Cuso Financial Services, LP. Matthew has been in the industry since November 23, 1993. Matthew has been with Cuso Financial Services, LP since May 18, 2015 and was previously registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, ROYAL ALLIANCE ASSOCIATES, INC., DONNELLY PENMAN & PARTNERS, DIAMOND HILL SECURITIES, INC., and FIFTH THIRD/THE OHIO COMPANY. Matthew is licensed to offer securities and investment advisory services in a number of states including Arizona, California, Florida, Hawaii, Indiana, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Matthew has passed several industry examinations including Series 4, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 57TO, and Series 66. Matthew has a specializations in 1, 2, 3, 4, 5 and 6. Cuso Financial Services, LP is based in San Diego, California and has over 16,000 clients. The firm provides a variety of financial planning, investment management and advisory services.
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
05/18/2015 - Present
Cuso Financial Services, LP (Columbus OH)
OH
07/01/2009 - 08/16/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DUBLIN OH)
OH
12/20/2007 - 07/06/2009
ROYAL ALLIANCE ASSOCIATES, INC. (DUBLIN OH)
OH
05/07/2003 - 12/03/2007
DONNELLY PENMAN & PARTNERS (COLUMBUS OH)
OH
03/31/1999 - 10/04/2002
DIAMOND HILL SECURITIES, INC. (COLUMBUS OH)
OH
07/08/1991 - 03/17/1999
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
BOTH
Issued 06/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/19/1992
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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