Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scarfo is a financial advisor who has been in the industry since August 16, 1986. Robert is currently registered with Cuso Financial Services, LP and is located in Beavercreek, OH. Robert has been with this firm since January 2004. Robert is also a registered representative with FINRA and has held this license since May 12, 2004. In addition to his current role at Cuso Financial Services, LP, Robert also works for Wright-Patt Credit Union as a Financial Advisor. Robert has worked with this firm since May 1, 2009. Cuso Financial Services, LP offers a variety of services to its clients, including financial planning, pension consulting, and portfolio management for businesses and individuals. The firm has approximately $4.6 billion in regulatory assets under management.
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
OH
05/12/2004 - Present
Cuso Financial Services, LP (Beavercreek OH)
IA
11/20/1998 - 12/31/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
09/09/1998 - 12/16/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
05/27/1998 - 12/11/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
09/30/1997 - 11/25/1997
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
PA
02/22/1995 - 11/20/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
08/08/1991 - 10/07/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
10/25/1989 - 08/05/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
01/18/1988 - 11/08/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/15/1988 - 03/04/1988
SHEARSON LEHMAN HUTTON INC.
NA
04/09/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
10/20/1982 - 04/22/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 05/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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