Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Datu is an investment advisor representative with Cuso Financial Services, LP, a firm with a long history of helping individuals and families reach their financial goals. Christian has been in the industry since 2017 and is dedicated to providing personalized financial advice and guidance. Christian is committed to understanding each client’s unique needs and goals, and building a strong, long-term relationship based on trust and transparency. Christian offers a range of financial services including financial planning, portfolio management, and educational seminars. With a focus on building a strong relationship with clients and providing them with personalized financial advice and guidance, Christian Datu helps clients feel confident about their financial future.
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
01/09/2023 - Present
Cuso Financial Services, LP (San Luis Obispo CA)
CA
11/08/2017 - 12/06/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (LEMOORE CA)
BOTH
Issued 04/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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