Consulting Services
Investment Advisor Representatives are able to offer clients financial planning and/or consulting services. The nature of these services varies based on an analysis of individual client needs. Areas addressed can include but are not limited to investment portfolio advice; business or estate planning; financial counseling and/or planning; and complex planning services. Recurring payment term length is one year (12 months).
Have questions?
If you have any questions or encounter technical difficulties with the Advisory Services Payment Portal, please contact your representative for immediate assistance.
Advisory services offered through CUSO Financial Services, LP, an SEC Registered Investment Advisor whose principal office is located in California.
Plan Participant Investment Advice Services
Investment Advisor Representatives are able to offer clients non-discretionary advice regarding a client’s employer-sponsored retirement plan account. Recurring payments continue indefinitely until canceled.
