Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merrill? Claim Your ProfileMerrill V. Stewart is a registered investment advisor with Cuso Financial Services, LP and has been active in the financial industry since 2009. Merrill holds licenses in both the investment advisor and broker-dealer spheres. Merrill Stewart is also a registered investment advisor with the state of North Carolina. In addition to the Series 6 and 7 registrations, Merrill also holds the Series 63 and 65 licenses. Cuso Financial Services, LP provides financial planning, portfolio management, and educational seminars to a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm manages a substantial amount of assets across various client types and employs a dedicated team of advisors to provide personalized financial 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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NC
05/20/2014 - Present
Cuso Financial Services, LP (CLEMMONS NC)
IA
Issued 05/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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