Brian Singer (CRD# 7702071) is an Investment Advisor Representative working at Cuso Financial Services in Pembroke Pines, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Aug 2023 - Current | < 1 |
| Evershore Financial Group | Boca Raton, FL | Feb 2023 - Jul 2023 | < 1 |
| Securian Financial Services | Saint Paul, MN | Feb 2023 - Jul 2023 | < 1 |
| Minnesota Life Insurance Company | Saint Paul, MN | Feb 2023 - Jul 2023 | < 1 |
| Cibc (canadian Imperial Bank Of Commerce) | Toronto, | Sep 2017 - Nov 2022 | 5 |
| Unemployed | Thornhill, | Jun 2017 - Aug 2017 | < 1 |
| Gravitas Securities | Toronto, | Aug 2015 - Jun 2017 | 1 |
| Talpiot College | Toronto, | Sep 2015 - May 2016 | < 1 |
| Unemployed | Thornhill, | Jun 2015 - Jul 2015 | < 1 |
| Sheridan College | Mississauga, | Sep 2014 - May 2015 | < 1 |
| Unemployed | Thornhill, | Feb 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- FL
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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