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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Maniaci is a financial advisor with Cuso Financial Services, LP. Andrew has been in the financial services industry since September 2006 and has a total of 17 state registrations. Andrew is licensed to provide financial advice in Alabama, Arizona, California, Florida, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin. Andrew holds the following licenses: Series 6, Series 7, Series 63, Series 66, and SIE. Andrew has a total of 17 approved registrations and has had a total of 2 state exams and 3 product exams. Andrew currently provides financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
MI
10/24/2013 - Present
Cuso Financial Services, LP (TRAVERSE CITY MI)
MI
09/08/2006 - 10/14/2013
SIGMA FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
BOTH
Issued 05/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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