Unclaimed
Dianna Salido is an Investment Advisor Representative at Cuso Financial Services, LP. Dianna is a registered representative with FINRA and holds Series 6, Series 63, and SIE licenses. Dianna has been working in the financial industry since December 2, 2011. Dianna was previously employed at WELLS FARGO CLEARING SERVICES, LLC. Dianna has a broad range of experience in the financial industry, and is committed to providing her clients with the highest level of service.
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
NC
09/30/2021 - Present
Cuso Financial Services, LP (Gastonia NC)
NC
05/09/2011 - 03/05/2021
WELLS FARGO CLEARING SERVICES, LLC (KINGS MOUNTAIN NC)
BC
Issued 05/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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