Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Berta is an investment advisor representative at Cuso Financial Services, LP. Rick has been in the financial services industry for over 20 years, and has held various positions at several firms, including PNC Investments, Natcity Investments, Inc., The Huntington Investment Company, ABN AMRO Financial Services, Inc., and Edward Jones. Rick has a strong background in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Rick holds licenses in Michigan, Arizona, Illinois, Iowa, Minnesota, New York, Ohio, Pennsylvania, and Wisconsin.
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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2
CA
03/02/2012 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
MI
11/13/2009 - 02/08/2012
PNC INVESTMENTS (LUDINGTON MI)
MI
02/23/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (TRAVERSE CITY MI)
MI
09/21/2005 - 02/05/2007
THE HUNTINGTON INVESTMENT COMPANY (TRAVERSE CITY MI)
IL
07/11/2001 - 09/13/2005
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MO
08/29/2000 - 06/26/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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