Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Delmer Smith is a registered investment advisor representative with Cuso Financial Services, LP. Robert has been working in the financial services industry since 1999. Robert has held several positions at various firms including CUNA BROKERAGE SERVICES, INC., Raymond James & Associates, Inc., and LPL Financial LLC. Robert holds Series 7, 24, 52, 53, and 66 licenses and has experience working with individuals, corporations, and charitable organizations. The firm specializes in providing investment advisory services and financial planning.
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
10/13/2023 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
SC
05/18/2022 - 06/15/2023
LPL FINANCIAL LLC (FORT MILL SC)
TX
06/07/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MIDLAND TX)
IA
03/30/2000 - 06/20/2011
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
FL
04/29/1998 - 01/27/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MA
04/01/1998 - 04/09/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
07/09/1996 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 07/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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