Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Lauren Marshall is a financial advisor with Cuso Financial Services, LP. Rachel is registered with the state of Colorado. Rachel has been a financial advisor for over 10 years and has experience working with individuals, families, and businesses. She has a background in education and is also a certified financial planner.
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
CO
03/13/2024 - Present
Cuso Financial Services, LP (FOUNTAIN CO)
TX
11/05/2018 - 06/19/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
CO
09/09/2013 - 11/05/2018
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 03/11/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rachel Marshall is the right advisor for you? Invested Better is here to help.
