Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney D. Nelson is a registered representative of Cuso Financial Services, LP. Rodney is based in League City, TX and has been in the industry since 2001. Rodney has passed the Series 6, 7, 63 and 66 exams. In addition to his role at Cuso Financial Services, LP, Rodney is also an insurance agent for National Life / Life Insurance Company of the Southwest. Rodney specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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
TX
11/17/2015 - Present
Cuso Financial Services, LP (League TX)
TX
04/03/2001 - 11/10/2015
NATIONAL PLANNING CORPORATION (GALVESTON TX)
BOTH
Issued 04/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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