Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alexander is a financial advisor with Cuso Financial Services, Lp and has been in the industry since June 18, 1989. Michael Alexander specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors to individuals, corporations, and other businesses. Michael Alexander also provides portfolio management for individuals and businesses.
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
TX
10/01/2021 - Present
Cuso Financial Services, LP (The Woodlands TX)
TX
12/20/2019 - 10/05/2021
CUNA BROKERAGE SERVICES, INC. (Spring TX)
TX
02/20/2001 - 12/31/2019
CUSO FINANCIAL SERVICES, L.P. (HOUSTON TX)
CA
02/22/2000 - 02/20/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
01/03/2000 - 02/22/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CA
11/02/1995 - 01/14/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
12/13/1993 - 11/01/1995
SWBC INVESTMENT COMPANY
NJ
06/19/1989 - 12/17/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/19/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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