Paul J. Cusma

Financial Advisor, SVP at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Tampa, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Paul J. Cusma

Paul is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the…

Experience

  1. Financial Advisor

    Morgan Stanley

    Sep 2011 — Present

    2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration.The information or content is for US residents only and subject to the following terms: more information on the designations listed above, go to

Education

  • University of South Florida

    Undergraduate, Finance

    1995 — 1999

  • Saint Leo University

    MBA

    2000 — 2002

  • Wharton School, University of Pennsylvania

    Investment Management

    2010 — 2010

  • College for Financial Planning

    CFP, Certified Financial Planner

    2002 — 2003

  • Investment Management Consultants Association

    CIMA, Certified Investment Management Analyst

    2010 — 2010

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Paul J. Cusma — Financial Advisor at Morgan Stanley in Tampa, FL, US | Unifers