Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wesley Franke is a financial advisor with over 30 years of experience in the financial services industry. Steven has been registered as a financial advisor in several states, including North Carolina, Maryland, New Jersey, Oregon, and Pennsylvania. Steven currently works for Cuso Financial Services, LP, a firm based in San Diego, California. Steven is a financial planner and provides financial planning services to individuals, businesses, and charitable organizations. Steven also provides portfolio management services to individuals and businesses. Steven is committed to providing his clients with personalized financial advice that meets their unique needs.
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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NC
09/21/2020 - Present
Cuso Financial Services, LP (WINSTON-SALEM NC)
CT
05/07/1991 - 08/08/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 02/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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