Unclaimed
Antonio Valiengo is a financial advisor with over 20 years of experience in the industry. Antonio is currently registered with Cuso Financial Services, LP in California and Florida. Antonio has held previous positions with ING Financial Partners, Inc. and Signator Investors, Inc. Antonio has a broad range of experience in the financial services industry, including portfolio management, financial planning, and investment advisory services. Antonio is dedicated to helping clients achieve their financial goals.
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.
1
2
CA
02/17/2022 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
03/13/2007 - 11/12/2007
ING FINANCIAL PARTNERS, INC. (SAN DIEGO CA)
MA
03/15/2002 - 05/20/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/16/2000 - 02/20/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
09/03/1998 - 02/10/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 10/09/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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