Jessi Beach (CRD# 6503153) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 8 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services | San Diego, CA | Jan 2023 - Current | 1 |
Wescom Financial Services, LLC | Pasadena, CA | Feb 2019 - Current | 5 |
N/a | Downey, CA | Nov 2018 - Feb 2019 | < 1 |
U.s. Bancorp Investments, Inc. | Beverly Hills, CA | Jun 2015 - Nov 2018 | 3 |
Arthur Murray Sherman Oaks | Sherman Oaks, CA | May 2006 - Jun 2017 | 11 |
Vitello's Restaurant | Studio City, CA | Nov 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CA
-
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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