Securities Dealers

CUSO Financial Services LP

Company Website

10150 Meanley Dr. Fl., 1st
San Diego, CA 92131

Company Est.:

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CUSO Financial Services LP

Number of local registered brokers


Number of registered brokers companywide


Number of full-time employees


Products offered

Stocks, bonds, options, unit investment trusts, REITs, mutual funds, fixed and variable life and annuity products, municipals, mortgages, structured CDs, notes, commercial paper, insurance, 401K program, and buy/sell agreements

Services offered

Financial planning, asset management and business succession planning


Valorie Seyfert (profile)

  • Chief Executive Officer
  • President

Dan Kilroy

  • Chief Financial Officer

Amy Beattie

  • Chief Operating Officer