Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Stephen Maytubby is a registered representative of Cuso Financial Services, LP. Craig has been in the securities industry since February 21, 1991. Craig is licensed to sell securities in California, Oregon, and other states. Craig holds Series 63, 66, 7, and SIE licenses. In addition to providing financial planning services, Craig has worked with clients on their investment needs. Craig has also provided advisory services to individuals, businesses, and institutions.
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
12/04/2017 - Present
Cuso Financial Services, LP (Bakersfield CA)
CA
10/17/2014 - 12/04/2017
INVEST FINANCIAL CORPORATION (BAKERSFIELD CA)
CA
02/19/2013 - 10/14/2014
UNIONBANC INVESTMENT SERVICES, LLC (WASCO CA)
CA
08/17/2011 - 02/11/2013
BANCWEST INVESTMENT SERVICES, INC. (HANFORD CA)
CA
06/21/2010 - 08/18/2011
CHASE INVESTMENT SERVICES CORP. (BAKERSFIELD CA)
CA
04/19/2000 - 11/03/2008
CUSO FINANCIAL SERVICES, L.P. (BAKERSFIELD CA)
CA
03/05/1999 - 04/10/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
02/07/1989 - 10/21/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 05/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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