CUSO Financial Services, founded in 1996, is a full-service financial broker-dealer and registered investment advisor offering services to credit unions throughout the United States. Its systems are Web-based and its online database and information management system, dataVISION, includes a comprehensive management system, an order entry platform, calendar, consolidated customer account information, forms, reports and electronic storage of customer documents. It has more than 100 credit union users and over 300 licensed representatives. CUSO Financial Services is a member of the National Association of Securities Dealers. Headquartered in San Diego, the firm has branch offices located throughout the U.S., including Denver, Lexington, Ky., and Washington, D.C.
Services/Products
General InfoCUSO Financial , founded in 1996, is a full-service financial broker-dealer and registered investment advisor offering services to credit unions throughout the United States. Its systems are Web-based and its online database and information management system, dataVISION, includes a comprehensive management system, an order entry platform, calendar, consolidated customer account information, forms, reports and electronic storage of customer documents. It has more than 100 credit union users and over 300 licensed representatives. CUSO Financial is a member of the National Association of Securities Dealers. Headquartered in San Diego, the firm has branch offices located throughout the U.S., including Denver, Lexington, Ky., and Washington, D.C.,CUSO Financial , founded in 1996, is a full-service financial broker-dealer and registered investment advisor offering services to credit unions throughout the United States. Its systems are Web-based and its online database and information management system, dataVISION, includes a comprehensive management system, an order entry platform, calendar, consolidated customer account information, forms, reports and electronic storage of customer documents. It has more than 100 credit union users and over 300 licensed representatives. CUSO Financial is a member of the National Association of Securities Dealers. Headquartered in San Diego, the firm has branch offices located throughout the U.S., including Denver, Lexington, Ky., and Washington, D.C.