Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Brown is a financial advisor at Cuso Financial Services, Lp, a firm that provides financial services. William has been a financial advisor for over 20 years and has a wide range of experience in the industry. William has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. He is currently licensed in Pennsylvania. William is a highly respected financial advisor with a proven track record of success.
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
PA
01/25/2024 - Present
Cuso Financial Services, LP (WEST CHESTER PA)
NJ
08/01/2023 - 09/19/2023
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NJ
10/17/2022 - 09/19/2023
PERSHING LLC (JERSEY CITY NJ)
NJ
01/22/2019 - 04/25/2022
CETERA INVESTMENT SERVICES LLC (ISELIN NJ)
NY
04/09/2014 - 09/12/2016
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
05/29/2007 - 09/12/2013
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
TX
05/28/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (ABILENE TX)
BC
Issued 05/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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