Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agustin? Claim Your ProfileAgustin R Barrera is a financial professional with over a decade of experience in the industry. Agustin currently works at Cuso Financial Services, LP, where he provides financial planning, pension consulting, and educational seminars to individuals and businesses. Prior to joining Cuso Financial Services, Agustin worked at Sorrento Pacific Financial, LLC and J.P. Morgan Securities LLC. Agustin holds multiple licenses, including Series 6, Series 63, Series 6TO and the SIE.
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
01/03/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
03/26/2018 - 08/04/2020
SORRENTO PACIFIC FINANCIAL, LLC (TULARE CA)
CA
12/16/2013 - 03/28/2016
SORRENTO PACIFIC FINANCIAL, LLC (SANGER CA)
CA
10/01/2012 - 12/12/2013
J.P. MORGAN SECURITIES LLC (VISALIA CA)
CA
12/14/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TULARE CA)
BC
Issued 12/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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