Unclaimed
Angela Madurski is a financial professional with over four years of experience in the industry. Angela is currently a registered representative at Cuso Financial Services, LP. Prior to joining Cuso Financial Services, Angela was registered with LPL FINANCIAL LLC. Angela has experience in financial planning, portfolio management, and pension consulting. Angela holds the SIE, Series 99, and Series 27 licenses.
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
08/16/2021 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
08/08/2017 - 09/15/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 06/14/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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