Cuso financial services

    • [PDF File]Credit Union Service Organization (CUSO)

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      Credit Union Service Organization (CUSO) 1 The Credit Union Service Organization (CUSO) section of the credit union profile lists all CUSOs in which the credit union uses and/or is associated with, regardless of whether the credit union owns the CUSO, has a loan, investment, or a financial interest in the CUSO.

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    • [PDF File]CUSTOMER FEE SCHEDULE - CFS Disclosure

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      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 Cash Due & Margin Interest Charges as applicable

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    • [PDF File]Credit Union Service Organization (CUSO)

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      extended a loan and that is engaged primarily in providing products or services to credit unions or credit union members. CUSOs in which the credit union uses and/or is associated with, regardless of whether the credit union owns the CUSO, has a loan, investment, or a financial interest in the CUSO. CUSO Name: Report the full/legal name of the ...

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    • CUSO Financial Services | Sorrento Pacific Financial

      Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors.Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions ...

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    • [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]CUSO Financial Services and Sorrento Pacific Financial Present

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      CUSO Financial Services and . Sorrento Pacific Financial Present . Best Practices . The techniques and methodology identified through our research and experience that will lead to optimum results for your investment program . Best Practice [best prak-tis] : A practice which is most appropriate under the circumstances, especially

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    • Homepage | CUSO Financial Servcies

      *Non-deposit investment products and services are offered through either CUSO Financial Services, L.P. (“CFS”) or Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Member FINRA / SIPC) and SEC Registered Investment Advisors. Investments products are not federally insured, not guarantees or obligations of the bank or credit union, and may involve investment risk ...

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

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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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