Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Manley is a financial advisor with Cuso Financial Services, LP and has been in the industry since 2013. Nicholas holds several licenses, including Series 7, Series 63 and Series 65. Nicholas works with a range of clients including individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations and individuals. Nicholas provides a variety of financial advisory services including portfolio management for individuals and businesses, financial planning, selection of other advisors and educational seminars.
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
OR
08/03/2016 - Present
Cuso Financial Services, LP (SPRINGFIELD OR)
IA
Issued 08/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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