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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Pester is an investment advisor representative with Cuso Financial Services, LP. Timothy has been in the financial services industry since 1996. Timothy holds FINRA Series 7, 24, 31 and 63 securities licenses, as well as the Series 65 investment advisor license. Timothy is registered to offer investment advisory services in Colorado, Florida, Ohio, Oklahoma and Pennsylvania. Cuso Financial Services, LP is a financial services firm that offers financial planning, pension consulting, and educational seminars. The firm provides portfolio management services for individuals and businesses.
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
CA
06/23/2021 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
IL
01/20/2017 - 10/19/2018
FIFTH THIRD SECURITIES, INC. (MOKENA IL)
CO
08/07/2015 - 12/19/2016
WELLS FARGO ADVISORS (COLORADO SPRINGS CO)
OH
04/07/2009 - 08/11/2015
KEY INVESTMENT SERVICES LLC (LOUISVILLE OH)
OH
07/06/2005 - 01/28/2009
CHASE INVESTMENT SERVICES CORP. (ALLIANCE OH)
IL
05/28/1996 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/21/1995 - 05/07/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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