Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McGinness is a registered representative with Cuso Financial Services, LP and has been in the financial services industry since May 18, 2015. Sean has a Series 6, Series 7, Series 63 and Series 66 license. Sean is currently registered in Nevada and Texas. Cuso Financial Services, LP is a financial services firm that provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. The firm has approximately $4,664,869,848 in assets under management.
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
NV
12/22/2023 - Present
Cuso Financial Services, LP (Las Vegsa NV)
CO
11/14/2016 - 06/26/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
CO
05/01/2015 - 10/26/2016
WELLS FARGO ADVISORS, LLC (COLORADO SPRINGS CO)
BOTH
Issued 01/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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