Nahid Karimjee, financial advisor Schertz TX
93 score

Nahid Karimjee

CRD Number: 4603602
Current Firm: Cuso Financial Services, LP

Nahid Karimjee (CRD# 4603602) is an Investment Advisor Representative working at Cuso Financial Services, LP in Schertz, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
San Antonio Federal Credit Union San Antonio, TX Nov 2011 - Current 5
Cuso Financial Services LP San Diego, CA Nov 2011 - Current 5
Swbc Investment Services San Antonio, TX Sep 2008 - Nov 2011 3
Ibc Investments San Antonio, TX Jul 2005 - Sep 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Nahid K. Karimjee
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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