Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Choi is an investment advisor representative registered with Cuso Financial Services, LP, with a branch office location in Arcadia, CA. Alex has been in the financial services industry since 2014. Alex has a Series 7, 63, and 65 and SIE licenses. Alex previously worked for AXA ADVISORS, LLC from 2013-2014. Alex currently works at Cuso Financial Services, LP and also serves as an Operations Advisor at Genesis Wealth Partners. Alex is a Registered Investment Advisor (RIA) representative registered in California. Alex specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
10/07/2015 - Present
Cuso Financial Services, LP (Arcadia CA)
CA
10/18/2013 - 10/28/2014
AXA ADVISORS, LLC (LOS ANGELES CA)
IA
Issued 10/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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