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USO Financial Services, L.P. (CFS) 10150 Manley Drive, 1st Floor San Diego, CA 92131 USO FINANCIAL Account Application, IRA Full Service CFS 346 Telephone: (858) 5304400 S E R V I C E S, L P FAX:
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Start by gathering all the necessary documents such as income statements, tax returns, and bank statements.
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Visit the CUSO Financial Services website and navigate to the 'Financial Services' section.
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Click on the 'Account Application' or 'Open an Account' link to access the application form.
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Carefully read through the instructions and fill out the required fields in the application form.
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Provide accurate and up-to-date information regarding your personal details, financial situation, and investment preferences.
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Double-check the form for any errors or missing information before submitting it.
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If you have any questions or need assistance, contact the CUSO Financial Services customer support team.
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After submitting the application, wait for a confirmation email or notification regarding the status of your account.
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CUSO Financial Services, L.P. is a leading broker-dealer and Registered Investment Advisor.
CUSO Financial Services, L.P. is required to file.
The form can be filled out online or submitted through mail.
The purpose is to report financial information and compliance with regulations.
Information such as financial statements, client data, and compliance records.
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