Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Uzarowski is a financial advisor who has been in the industry since February 12, 1997. Candice is currently registered as a Registered Representative with Cuso Financial Services, LP, and is licensed in multiple states. She has a strong background in the financial services industry, having worked with a variety of firms including Calamar Financial Group, LLC, Legend Equities Corporation, and Invest Financial Corporation. Candice holds several licenses, including Series 7, 9, 10, 14, 24, 52, 53, 63, 99, and SIE. Candice specializes in a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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
02/13/2025 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
NY
12/23/2016 - 04/01/2022
CALAMAR FINANCIAL GROUP, LLC (Wheatfield NY)
NY
04/07/2016 - 07/13/2016
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
NY
01/14/2011 - 02/25/2016
INVEST FINANCIAL CORPORATION (Amherst NY)
NY
11/15/2006 - 01/27/2011
COMMUNITY INVESTMENT SERVICES, INC. (LOCKPORT NY)
NY
08/04/2005 - 11/10/2006
COMMONWEALTH FINANCIAL NETWORK (LOCKPORT NY)
NY
12/06/2001 - 08/08/2005
COMMUNITY INVESTMENT SERVICES, INC. (OLEAN NY)
NE
07/19/1996 - 12/03/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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