Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kent Thompson is a financial advisor at Cuso Financial Services, LP. Michael has been in the financial industry since 2007 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Michael is also a registered investment advisor representative in the state of Ohio. He is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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
10/04/2024 - Present
Cuso Financial Services, LP (SPRINGBORO OH)
OH
02/28/2013 - 02/23/2016
KEY INVESTMENT SERVICES LLC (SPRINGFIELD OH)
OH
05/25/2012 - 03/04/2013
CETERA ADVISORS LLC (CINCINNATI OH)
OH
03/16/2010 - 06/01/2012
U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)
OH
07/14/2008 - 03/10/2010
CHASE INVESTMENT SERVICES CORP. (MILFORD OH)
OH
08/29/2007 - 06/11/2008
NATCITY INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 09/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Thompson is the right advisor for you? Invested Better is here to help.
