Unclaimed
Scott Vermillion is a financial professional with over 25 years of experience in the industry. Scott is currently registered with Cuso Financial Services, LP and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Scott is also active in providing financial services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations and pension and profit-sharing plans. Scott has held previous positions at ABN AMRO Financial Services, Inc., Independence One Brokerage Services, Inc., Prudential Securities Incorporated and Olde Discount Corporation.
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
MI
11/08/2016 - Present
Cuso Financial Services, LP (DEARBORN MI)
IL
10/08/2001 - 02/08/2002
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MI
12/09/1998 - 10/08/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
NY
08/12/1997 - 12/03/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
03/26/1996 - 08/06/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 11/07/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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