Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle A. Poturich is a financial advisor who has been in the industry since 2005. She is currently registered with Cuso Financial Services, LP in California, Oregon, and Texas. Michelle holds a Series 66, Series 24, Series 31 and Series 7 licenses. Michelle has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Michelle has a strong focus on financial planning and portfolio management. In addition to her work with Cuso Financial Services, Michelle is also a Co Trustee for a trust.
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
OR
12/22/2023 - Present
Cuso Financial Services, LP (CORVALLIS OR)
CA
05/26/2010 - 02/01/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN DIEGO CA)
CA
05/02/2009 - 05/13/2010
CHASE INVESTMENT SERVICES CORP. (TEMECULA CA)
CA
10/07/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (TEMECULA CA)
CA
04/11/2008 - 10/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FALLBROOK CA)
CA
07/05/2006 - 04/14/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (TEMECULA CA)
NY
08/03/2005 - 05/24/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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