Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tommy? Claim Your ProfileTommy Donald Degraw is a financial advisor who has been in the industry since 2015. Tommy is currently registered with Cuso Financial Services, LP in California and Texas. Tommy is also registered in Arizona, Colorado, Idaho, Nevada, New Mexico, Oregon and Texas. Tommy is a licensed Series 7 and 66 representative. Tommy has experience working with individuals, high-net-worth individuals, businesses, and charitable organizations. Prior to Cuso Financial Services, LP, Tommy worked for Edward Jones. Tommy offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars.
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
12/22/2023 - Present
Cuso Financial Services, LP (Redlands CA)
CA
05/11/2015 - 05/03/2018
EDWARD JONES (VICTORVILLE CA)
BOTH
Issued 05/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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