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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Harrell is a financial advisor registered with Cuso Financial Services, LP. Steven has been a financial advisor since 1991 and has been registered with the Securities and Exchange Commission since 2006. Steven's firm is headquartered in San Diego, CA, and they have offices in Fairborn, OH as well. Cuso Financial Services, LP has over 16,000 clients and manages over $4.6 billion in assets. Steven has a wide range of experience, having previously worked with Key Investment Services LLC, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp, Financial Horizons Securities Corporation, Marketing One Securities, Inc., and Monarch Securities, Inc.. Steven offers financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisers. Steven has passed the Series 6, 7, 9, 10, 24, 26, 63, and 65 exams as well as the SIE exam.
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
OH
08/03/2006 - Present
Cuso Financial Services, LP (Fairborn OH)
OH
02/06/2006 - 06/26/2006
KEY INVESTMENT SERVICES LLC (CINCINNATI OH)
PA
01/01/2004 - 03/04/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
04/21/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/05/1995 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
NA
01/24/1990 - 05/24/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
OR
06/06/1989 - 01/23/1990
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
02/08/1989 - 06/12/1989
MONARCH SECURITIES, INC.
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/21/1996
Series 4 - Registered Options Principal Examination
BC
Issued 05/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/11/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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