Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Cooper Reed is a financial advisor with Cuso Financial Services, LP. Sheldon has been in the financial industry since 1993 and has held registrations with several firms over that time. Currently, Sheldon's practice is centered around providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses, as well as charitable organizations and pension and profit-sharing plans. Sheldon also provides financial planning and portfolio management services.
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
CA
01/18/2023 - Present
Cuso Financial Services, LP (Santa Clarita CA)
CA
11/30/2017 - 02/06/2023
WESCOM FINANCIAL SERVICES (STEVENSON RANCH CA)
CA
10/20/2016 - 11/29/2017
INVEST FINANCIAL CORPORATION (VALENCIA CA)
CA
04/08/2014 - 10/28/2016
J.P. MORGAN SECURITIES LLC (STEVENSON RANCH CA)
CA
05/24/2013 - 04/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VALENCIA CA)
CA
11/09/2006 - 06/02/2011
PRIMEVEST FINANCIAL SERVICES, INC. (SANTA MONICA CA)
CA
08/08/2006 - 11/09/2006
DFC INVESTOR SERVICES (SANTA MONICA CA)
CA
10/21/2004 - 08/03/2006
XCU CAPITAL CORPORATION, INC. (LOS ALAMITOS CA)
NY
11/11/2003 - 10/20/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/03/2002 - 11/04/2003
IFMG SECURITIES, INC. (PURCHASE NY)
CA
01/01/1999 - 03/20/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
05/26/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
10/31/1997 - 05/29/1998
FN INVESTMENT CENTER (SACRAMENTO CA)
MN
06/22/1993 - 07/01/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
MN
11/27/1990 - 06/10/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/27/1990 - 06/10/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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