Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Rand Tingey is a financial advisor with Cuso Financial Services, LP, specializing in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Ryan has been in the financial services industry since 2000. Ryan is a registered representative of Cuso Financial Services, LP, and is also a registered investment advisor. Ryan's prior experience includes working as a financial advisor with Wells Fargo Securities, LLC and Wells Fargo Advisors, LLC.
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
UT
11/10/2014 - Present
Cuso Financial Services, LP (Layton UT)
UT
09/04/2014 - 11/07/2014
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)
CA
10/18/2011 - 08/12/2014
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
PA
05/12/2010 - 10/21/2011
WELLS FARGO ADVISORS, LLC (PLYMOUTH MEETING PA)
CA
08/22/2002 - 03/31/2010
WELLS FARGO INVESTMENTS, LLC (IRVINE CA)
RI
11/10/2000 - 08/29/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 08/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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