Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nevil? Claim Your ProfileNevil Dhabhar is a financial professional with over 20 years of experience in the industry. Nevil is a Registered Representative and Investment Advisor Representative, and is currently employed by Cuso Financial Services, LP. Nevil has previously held positions at Fidelity Brokerage Services LLC, E*TRADE Securities LLC, Dreyfus Brokerage Services, Inc., and Salomon Smith Barney Inc. Nevil holds several licenses including Series 4, 7, 10, 24, 63, and 65. Nevil specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Nevil is committed to providing personalized financial advice and services to help clients 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
CA
10/14/2022 - Present
Cuso Financial Services, LP (Long Beach CA)
CA
07/01/2005 - 07/20/2021
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
NJ
02/08/2002 - 10/26/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
CA
07/27/1999 - 03/15/2000
DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)
NY
06/04/1998 - 12/21/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2003
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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