Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Paul Pettit is a financial advisor at Cuso Financial Services, LP. Matthew has been in the financial services industry since 2014. Matthew is registered with the state of Utah as an investment advisor representative. Matthew has a strong track record of helping clients achieve their financial goals. Matthew is committed to providing his clients with personalized financial advice and guidance.
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
UT
03/26/2018 - Present
Cuso Financial Services, LP (Sandy UT)
UT
07/10/2017 - 04/05/2018
LPL FINANCIAL LLC (BOUNTIFUL UT)
UT
01/21/2015 - 07/17/2017
CUSO FINANCIAL SERVICES, L.P. (Sandy UT)
UT
05/21/2014 - 01/14/2015
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 10/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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