Unclaimed Profile

Valorie Anne Seyfert

CUSO FINANCIAL SERVICES, L.P.·SAN DIEGO, California

SIE, Series 4, Series 7, Series 24, Series 27, Series 63, Series 99TOClean record29 years registeredCUSO FINANCIAL SERVICES, L.P.

10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA 92131CRD# 1275676Firm CRD# 42132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Valorie Anne Seyfert · SAN DIEGO, CA

Registration

CRD #1275676 · CUSO FINANCIAL SERVICES, L.P. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUSO FINANCIAL SERVICES, L.P.

SORRENTO PACIFIC FINANCIAL, LLC

Dec 2004 – Feb 2023

SAN DIEGO, CA

CUSO FINANCIAL SERVICES, L.P.

Apr 1997 – Feb 2023

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 63

Series 99TO

Registration record

First registered · April 10, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUSO FINANCIAL SERVICES, L.P.

CRD 42132 · SEC 801-60300

AUM

$4.7B

Regulatory assets under management

Employees

833

26,968 client accounts

Services offered by CUSO FINANCIAL SERVICES, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CUSO FINANCIAL SERVICES, L.P. →

Introduction

Speak with Valorie Anne

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Valorie Anne is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Valorie Anne Seyfert offer?

Valorie Anne Seyfert specializes in Financial Planning, Investment Management, Wealth Management.

What are Valorie Anne Seyfert's credentials?

Valorie Anne Seyfert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valorie Anne Seyfert located?

Valorie Anne Seyfert is based in SAN DIEGO, California, last registered with CUSO FINANCIAL SERVICES, L.P..

How does Valorie Anne Seyfert charge for services?

Valorie Anne Seyfert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CUSO FINANCIAL SERVICES, L.P.?

CUSO FINANCIAL SERVICES, L.P. has approximately 833 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →