Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Lam-balfour is a registered representative with Cuso Financial Services, LP. Tiffany has been in the industry since 2010 and has experience at several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Securities LLC. Tiffany has a variety of licenses and certifications, including the Series 7, Series 63, Series 66, Series 9, and Series 10.
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
NC
12/13/2021 - Present
Cuso Financial Services, LP (Winston-Salem NC)
NC
09/12/2013 - 06/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
MA
11/08/2010 - 09/18/2013
UBS SECURITIES LLC (BOSTON MA)
NY
12/03/2003 - 03/15/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 09/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/12/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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