Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thoeurn? Claim Your ProfileThoeurn Indy is an investment advisor representative with Cuso Financial Services, LP. Thoeurn is licensed to provide investment advice in 13 states. Thoeurn's career in the investment industry began on December 24, 1997. Thoeurn's experience includes previous roles at U.S. BANCORP INVESTMENTS, INC., WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, CUSO FINANCIAL SERVICES, L.P., WM FINANCIAL SERVICES, INC., NATIONAL PLANNING CORPORATION, CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, FINANCIAL WEST GROUP, ESSEX NATIONAL SECURITIES, INC., and PRUCO SECURITIES CORPORATION.
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
12/17/2014 - Present
Cuso Financial Services, LP (RIVERSIDE CA)
CA
11/04/2011 - 12/19/2014
U.S. BANCORP INVESTMENTS, INC. (UPLAND CA)
CA
01/03/2011 - 11/01/2011
WELLS FARGO ADVISORS, LLC (RIVERSIDE CA)
CA
08/20/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RIVERSIDE CA)
CA
11/09/2005 - 08/17/2007
CUSO FINANCIAL SERVICES, L.P. (WHITTIER CA)
CA
07/21/2004 - 11/01/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
09/08/2003 - 07/02/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
02/05/2003 - 08/26/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
08/20/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NV
05/23/2002 - 07/31/2002
FINANCIAL WEST GROUP (RENO NV)
CA
08/18/1998 - 06/07/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
10/07/1997 - 07/29/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thoeurn Indy is the right advisor for you? Invested Better is here to help.
