Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bayliff is a financial advisor at CUSO Financial Services, LP. He is registered with the state of California and Texas and has been in the industry since 1992. Robert has extensive experience in financial planning, portfolio management, and pension consulting. Robert has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He also holds Series 7, Series 24, Series 63, and Series 66 licenses.
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
12/22/2023 - Present
Cuso Financial Services, LP (LOS ANGELES CA)
CA
07/31/1997 - 03/07/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
08/12/1996 - 07/23/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
11/05/1992 - 07/03/1996
QUICK & REILLY, INC. (NEW YORK NY)
MD
01/06/1992 - 11/02/1992
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 12/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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