Securities Dealers

CUSO Financial Services LP

Company Website

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

Company Est.:

Sourcebook Data

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CUSO Financial Services LP

Number of local registered brokers

15

Number of registered brokers companywide

454

Number of full-time employees

170

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

Executives

Valorie Seyfert (profile)

  • Chief Executive Officer
  • President

Dan Kilroy

  • Chief Financial Officer

Amy Beattie

  • Chief Operating Officer