Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Rubio is a financial professional with over 6 years of experience in the industry. Eddie is currently registered with Cuso Financial Services, LP and has been with the firm since January 2023. Prior to joining Cuso Financial Services, LP, Eddie was employed at WESCOM FINANCIAL SERVICES from May 2020 to February 2023 and at WELLS FARGO CLEARING SERVICES, LLC from February 2017 to January 2019. Eddie holds the Series 6, Series 63 and SIE licenses and is registered to offer securities in California. Eddie specializes in providing financial planning, pension consulting, educational seminars and portfolio management services to individuals, businesses, and charitable organizations.
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
01/13/2023 - Present
Cuso Financial Services, LP (PASADENA CA)
CA
05/04/2020 - 02/06/2023
WESCOM FINANCIAL SERVICES (LA HABRA CA)
CA
02/09/2017 - 01/16/2019
WELLS FARGO CLEARING SERVICES, LLC (BUENA PARK CA)
BC
Issued 02/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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