Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dennis Marshall is a financial advisor with Cuso Financial Services, LP, who has been active in the financial services industry since 2007. Patrick is licensed to provide investment advice in California, Arizona, Hawaii, and Texas. Patrick specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
12/22/2023 - Present
Cuso Financial Services, LP (GRANADA HILLS CA)
CA
07/29/2014 - 12/10/2015
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CA
10/01/2012 - 06/24/2014
J.P. MORGAN SECURITIES LLC (SIMI VALLEY CA)
CA
12/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORTER RANCH CA)
CA
02/15/2008 - 11/22/2010
WESCOM FINANCIAL SERVICES (THOUSAND OAKS CA)
CA
10/11/2007 - 01/08/2008
AXA ADVISORS, LLC (WOODLAND HILLS CA)
CA
04/02/2007 - 08/30/2007
MORGAN STANLEY & CO., INCORPORATED (WOODLAND HILLS CA)
CA
10/09/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WOODLAND HILLS CA)
BOTH
Issued 10/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Marshall is the right advisor for you? Invested Better is here to help.
