Unclaimed
Ryan Charles Dutil is a financial advisor with Cuso Financial Services, LP. Ryan has been in the industry since 2023 and is registered in Louisiana, Texas, and Virginia. Ryan has passed the Series 63, Series 65, and Series 7 exams. Ryan's areas of expertise include financial planning, pension consulting, 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
VA
04/15/2024 - Present
Cuso Financial Services, LP (CHESAPEAKE VA)
VA
05/01/2023 - 04/16/2024
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
IA
Issued 06/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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