Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Leon is a financial professional with over 22 years of experience in the financial services industry. He is currently registered with Cuso Financial Services, LP, and offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Chad has a strong background in the investment industry, having held previous roles at Comerica Securities, Citigroup Global Markets Inc., Essex National Securities, LLC, LPL Financial Corporation, Countrywide Investment Services, Inc., UnionBanc Investment Services, LLC, Essex National Securities, Inc., WM Financial Services, Inc., Gateway Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Chad has a wide range of experience in the financial services industry and is committed to providing personalized financial advice to help his clients reach 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.
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CA
12/21/2023 - Present
Cuso Financial Services, LP (REDLANDS CA)
CA
06/15/2021 - 07/28/2023
COMERICA SECURITIES (COSTA MESA CA)
CA
04/22/2014 - 06/14/2021
CITIGROUP GLOBAL MARKETS INC. (CYPRESS CA)
CA
02/16/2010 - 04/16/2014
ESSEX NATIONAL SECURITIES, LLC (DOWNEY CA)
CA
09/22/2008 - 02/17/2010
LPL FINANCIAL CORPORATION (LYNWOOD CA)
CA
05/27/2008 - 09/03/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (FULLERTON CA)
CA
11/07/2007 - 06/02/2008
LPL FINANCIAL CORPORATION (CERRITOS CA)
CA
01/27/2005 - 10/16/2007
UNIONBANC INVESTMENT SERVICES, LLC (RIVERSIDE CA)
CA
03/23/2004 - 01/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
06/11/2001 - 09/30/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IL
01/10/2001 - 06/26/2001
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
MN
07/27/2000 - 11/09/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/2000 - 11/09/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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