Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Ryan Blessing is an investment advisor representative for Cuso Financial Services, LP, a firm that has been in business for over 20 years. Blessing is currently registered to provide investment advice in 21 states. Before joining Cuso Financial Services, LP, Blessing was a registered representative with PNC Investments. Prior to that, Blessing worked for Pacific Select Distributors, Inc., Directed Services LLC, and Planco Financial Services, Inc. Blessing has experience in providing financial planning, educational seminars, and selection of other advisors.
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
10/20/2011 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
OH
11/28/2008 - 10/12/2011
PNC INVESTMENTS (CINCINNATI OH)
CA
03/23/2007 - 12/05/2008
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
PA
02/01/2006 - 03/13/2007
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
02/03/2004 - 01/23/2006
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
AL
05/17/2001 - 02/02/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 09/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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