Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doris? Claim Your ProfileDoris Caramello is a Registered Representative and Investment Advisor Representative with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC. Doris has been working in the financial industry since 2005 and has experience with a variety of financial products and services, including financial planning, portfolio management, and investment advisory services. Doris is a highly qualified professional with a strong track record of success in helping clients achieve their financial goals.
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
04/25/2016 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
07/17/2014 - 11/18/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/11/2007 - 11/21/2012
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/02/2005 - 02/28/2007
MADISON AVENUE SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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