Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ignatius Cudo is an active investment advisor representative, registered with Raymond James Financial Services Advisors, Inc. in Corvallis, Oregon. David has been in the industry since 1987 and has passed various exams including Series 6, 7, 24, 51 and 63, and SIE. In addition to his work with Raymond James, David also owns and operates Cudo Financial, Inc. and David and Catherine Cudo, a rental property business.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
01/22/2015 - Present
Raymond James Financial Services Advisors, Inc. (Corvallis OR)
NA
04/03/1987 - 12/13/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/01/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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