Cuso financial services l p

    • [PDF File]WHAT DOES CUSO Financial Services, LP DO WITH YOUR ...

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      CUSO Financial Services, LP What we do How does CUSO Financial Services, LP protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and …

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    • [PDF File]SAN DIEGO – June 14, 2017 – CUSO Financial Services, L.P.

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      About CUSO Financial Services, L.P. Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) is headquartered in San Diego and works with more than 185 credit unions across the country. With branch offices located nationwide, CFS is a full-service broker-dealer and SEC Registered Investment Adviser

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    • [PDF File]CUSO FINANCIAL SERVICES, L.P. BUSINESS CONTINUITY ...

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      CUSO Financial Services, L.P. (“CFS”) has developed and tested a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With

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    • [PDF File]CUSTOMER FEE SCHEDULE - CFS Disclosure

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      CUSTOMER FEE SCHEDULE Rev. 1-01-2020 Other standard fees may apply. Fee and services costs are subject to change without prior notification. Page 1 of 1 CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC - Confidential and Proprietary PERSHING ACCOUNT FEES (FULL SERVICE) TRADE RELATED FEES

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    • [PDF File]CUSO Financial Services ™and Sorrento Pacific Financial ...

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      CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF), have launched fundVISION™, an innovative, consolidated platform for mutual funds which combines the ease and transparency of a brokerage account with the cost structure of direct business. The platform is fully integrated with the companies’ account management

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    • [PDF File]Money Matters - Wright-Patt Credit Union

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      CUSO Financial Services, L.P. John M. Sagraves Financial Advisor at Wright-Patt Credit Union 7345 Old Troy Pike Huber Heights, OH 45424 937-912-8760 jsagraves@wpcu.coop July 2019 Should You Invest Internationally? Why Not Do It Now? New Research on Procrastination Have you checked your tax withholding lately? Do I need to pay estimated tax ...

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    • [PDF File]CUSO Financial Services, L.P.

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      3. Respondent CUSO Financial Services, L.P., a California limited partnership headquartered in San Diego, California, has been dually registered with the Commission as an investment adviser and broker-dealer since 2001. In its Form ADV filed November 14, 2018, Respondent reported regulatory assets under management of approximately $1,864,920,090.

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    • [PDF File]2017 CUSO Directory: A Guide To CUSOs And Their Partners

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      es to obtain financial services. You had to be within a short travel distance from a financial institution, and they had to be willing and able to do business with you. Credit unions used a col- ... CUSO Financial Services LP CA Ins. Brok. or Agcy., Other Mem. Svc., Sec. Brok., Trust and Rel. Svcs. 45

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    • [PDF File]CUSO Financial Services, L.P.

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      Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve

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    • [PDF File]CUSO Financial Services, L.P. (CFS) Customer Agreement

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      or CUSO Financial Services, L.P. must be promptly submitted to Pershing or CUSO Financial Services to assure that such payment will be received on or prior to settlement date. If payment is not received by settlement date, or as market conditions warrant, your Account …

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