Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Januszewski is a financial advisor with over 20 years of experience in the industry. Shari is currently registered with Cuso Financial Services, LP in San Diego, CA. Prior to joining Cuso Financial Services, LP, Shari worked at several other firms including Global Atlantic Distributors, LLC, Epoch Securities, Inc., VALIC Financial Advisors, Inc., New England Securities, and BANC ONE SECURITIES CORPORATION. Shari is a Series 7, Series 24 and Series 63 licensed professional.
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
CA
01/21/2020 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CT
01/27/2014 - 10/20/2016
GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)
MA
11/04/2013 - 04/10/2014
EPOCH SECURITIES, INC. (SOUTHBOROUGH MA)
TX
05/25/2000 - 04/04/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
06/04/1998 - 12/09/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IL
03/29/1995 - 04/10/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
02/10/1998 - 02/24/1998
SUCCESSION PLANNING INTERNATIONAL, INC.
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shari Januszewski is the right advisor for you? Invested Better is here to help.
