Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Maher is a financial professional with over 25 years of experience in the financial services industry. Patrick is currently registered with Cuso Financial Services, LP in Dearborn, MI. Patrick has a strong track record of success in providing financial advice to individuals, families, and businesses. Patrick has a deep understanding of the financial markets and is committed to helping 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.
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MI
07/31/2013 - Present
Cuso Financial Services, LP (DEARBORN MI)
MI
10/01/2012 - 07/02/2013
J.P. MORGAN SECURITIES LLC (LIVONIA MI)
MI
01/06/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LIVONIA MI)
MI
11/10/2008 - 11/19/2010
ING FINANCIAL PARTNERS, INC. (TROY MI)
MI
11/30/2005 - 09/11/2008
CCO INVESTMENT SERVICES CORP. (DETROIT MI)
OH
03/15/1999 - 12/01/2005
CHARTER ONE SECURITIES, INC. (TOLEDO OH)
IA
07/01/1996 - 03/15/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
12/01/1995 - 07/01/1996
FN INVESTMENT CENTER (SACRAMENTO CA)
IA
Issued 03/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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