Ali HalilovicCRD Number: 5951503
Current Firm: Cuso Financial Services, LP
Ali Halilovic (CRD# 5951503) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Cuso Financial Services, LP||San Diego, CA||Feb 2012 - Current||5|
|Three Rivers Fcu||Fort Wayne, IN||Oct 2005 - Current||12|
|Invest Financial Corporation||Fort Wayne, IN||Sep 2010 - Jan 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV