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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Cistrelli is a financial advisor with Cuso Financial Services, LP, a registered investment advisor with the Securities and Exchange Commission. Aaron has been a registered representative since 2011 and holds multiple securities licenses, including Series 7, Series 66, and Series 24. Aaron has experience working with individual investors, corporations, and retirement plan sponsors, focusing on financial planning, portfolio management, and investment advisory services. Aaron specializes in retirement planning, college savings, and estate planning. Cuso Financial Services, LP is a large financial advisory firm with a broad range of financial products and services, including investment management, retirement planning, and insurance.
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
08/21/2023 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
03/25/2017 - 03/28/2023
MML INVESTORS SERVICES, LLC (Los Angeles CA)
CA
06/27/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
02/04/2013 - 01/02/2015
NEW ENGLAND SECURITIES (LOS ANGELES CA)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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