Nathaniel
Stevens
Cuso Financial Services, L.P
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About this Advisor
Nathaniel Stevens is a financial advisor based in Dayton, Ohio, working with Cuso Financial Services, L.P. Nathaniel has previously held positions at Pnc Investments, Pnc Investments LLC, Cuso Financial Services, Lp, and Wright-Patt Credit Union. Nathaniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Nathaniel is part of Cuso Financial Services, L.P, which operates out of Dayton, Ohio. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nathaniel Stevens Work History
Cuso Financial Services, Lp
Wright-Patt Credit Union
Pnc Investments LLC
Pnc Investments
Disclosures
Please visit the SEC profile of Nathaniel Stevens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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