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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Clapinski is a financial advisor with Cuso Financial Services, LP in Rancho Mirage, CA. Christopher has been in the financial industry since 2007, and has a Series 63, Series 65, Series 7, and Series 3 license. Cuso Financial Services, LP offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Christopher is registered with the state of California as an investment advisor representative, and is also registered with the state of Alabama, Arizona, Connecticut, Iowa, Louisiana, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Texas, and Washington as a broker.
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
05/07/2019 - Present
Cuso Financial Services, LP (RANCHO MIRAGE CA)
CA
02/01/2011 - 04/03/2019
RAYMOND JAMES & ASSOCIATES, INC. (PALM DESERT CA)
CA
06/01/2009 - 02/10/2011
MORGAN STANLEY SMITH BARNEY (PALM DESERT CA)
CA
06/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALM DESERT CA)
IA
Issued 07/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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