Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Renee Cote is a Registered Representative and Investment Advisor Representative with CUSO Financial Services, LP. Elaine has been working in the financial industry since 2015. Elaine earned a Series 66 license in August 2020. She has Series 7TO and SIE certifications and is registered with the states of Connecticut, Illinois, Maine, Massachusetts, South Carolina, and Virginia. She is also registered as an Investment Advisor Representative in Massachusetts and Texas. Elaine has extensive experience in the financial services industry. She is committed to providing her clients with personalized financial advice and services that meet their individual needs.
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
MA
10/14/2024 - Present
Cuso Financial Services, LP (Wilbraham MA)
BOTH
Issued 08/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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