Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Bitran is a financial advisor with Cuso Financial Services, LP. Aaron is based in Fontana, California and has been in the industry since 1995. Aaron is registered to provide investment advice in 17 states, including Arizona, California, Florida, and Texas. Cuso Financial Services, LP provides financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also provides portfolio management, financial planning, and other services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
02/18/2015 - Present
Cuso Financial Services, LP (Fontana CA)
CA
10/20/2010 - 02/19/2015
LPL FINANCIAL LLC (SAN BERNARDINO CA)
CA
01/15/2010 - 10/18/2010
ESSEX NATIONAL SECURITIES, INC. (SAN BERNARDINO CA)
CA
02/01/2006 - 01/19/2010
ARROWHEAD INVESTMENT CENTER, LLC (SAN BERNARDINO CA)
NY
01/18/2005 - 06/22/2006
IFMG SECURITIES, INC. (PURCHASE NY)
CA
11/06/2000 - 01/28/2005
ARROWHEAD INVESTMENT CENTER, LLC (SAN BERNARDINO CA)
CA
01/01/1999 - 10/02/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
08/28/1997 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
NY
02/06/1996 - 08/14/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
06/07/1994 - 11/02/1994
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 02/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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