Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Therese? Claim Your ProfileTherese Misner is a financial advisor at Cuso Financial Services, LP. Therese has been in the financial services industry for over 20 years and has a wide range of experience in financial planning, investment management, and retirement planning. Therese is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 65 licenses.
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
OR
01/13/2015 - Present
Cuso Financial Services, LP (CORVALLIS OR)
OR
05/10/2013 - 05/02/2014
J.P. MORGAN SECURITIES LLC (CORVALLIS OR)
OR
12/04/2012 - 05/13/2013
KEY INVESTMENT SERVICES LLC (SALEM OR)
OR
06/01/2012 - 10/16/2012
PRIMEVEST FINANCIAL SERVICES, INC. (SALEM OR)
OR
09/02/2008 - 02/21/2012
KEY INVESTMENT SERVICES LLC (ALBANY OR)
OR
09/13/1999 - 08/14/2008
CITIGROUP GLOBAL MARKETS INC. (SALEM OR)
MO
06/16/1997 - 09/17/1999
EDWARD JONES (ST. LOUIS MO)
GA
10/24/1996 - 05/16/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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