Urenna Okoye, financial advisor Beltsville MD

Urenna Okoye

CRD Number: 7749930
Current Firm: Csp Financial Group LLC

Urenna Okoye (CRD# 7749930) is an Investment Advisor Representative working at Csp Financial Group LLC in Beltsville, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Csp Financial Group LLC Beltsville, MD Jun 2023 - Current < 1
Izuchi Belstville, MD Jun 2022 - Current 1
Grade School/college Na, MD Jun 2013 - Current 10
The Wealth Building Cp Beltsville, MD Jun 2018 - Jun 2022 4
Unemployed Beltsville, MD May 2013 - Jun 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Urenna C. Okoye
Phone Number: 480-600-9626
Firm Website: https://www.cspfgllc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IA, IL, LA, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WI, WV

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