Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Glenn Gochneaur is an active investment advisor representative with Cuso Financial Services, LP. Russell has been in the financial services industry since 1990 and has held various positions at several firms. Russell is registered with FINRA and the state of Washington as an investment advisor representative. Russell is also licensed in Washington as a Registered Representative. Russell specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
WA
10/18/2018 - Present
Cuso Financial Services, LP (Vancouver WA)
IA
07/05/2016 - 10/18/2018
AXA ADVISORS, LLC (WEST DES MOINES IA)
IA
04/05/2012 - 07/01/2016
METLIFE SECURITIES, INC (WEST DES MOINES IA)
IA
05/03/2013 - 01/02/2015
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
02/05/2004 - 03/23/2012
U.S. BANCORP INVESTMENTS, INC. (ANKENY IA)
OH
06/01/1996 - 04/29/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
09/03/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 09/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
06/03/1994 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
02/22/1994 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
OH
04/02/1993 - 02/23/1994
THE OHIO COMPANY (CINCINNATI OH)
NY
03/20/1990 - 03/29/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/1997
Series 4 - Registered Options Principal Examination
BC
Issued 04/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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