Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zoe? Claim Your ProfileZoe Pearson is a registered investment advisor representative with Cuso Financial Services, LP. Zoe has been in the financial services industry since 1986 and has a broad range of experience in providing financial planning, portfolio management, and other investment-related services to individual and institutional clients. Zoe is a licensed securities principal and holds several industry designations. Zoe currently holds a Series 66, Series 63, Series 53, Series 24, Series 4, Series 99TO, SIE, and Series 7 licenses.
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
MI
04/21/2016 - Present
Cuso Financial Services, LP (DEARBORN MI)
MI
03/27/1995 - 07/03/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
MI
05/08/1990 - 04/11/1995
AMERICAN BROKERAGE SERVICES, INC. (DETROIT MI)
NA
08/21/1986 - 05/01/1990
C.U. BROKERAGE SERVICES, INC.
BOTH
Issued 04/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1988
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zoe Pearson is the right advisor for you? Invested Better is here to help.
