Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erdal? Claim Your ProfileErdal Elmas is a financial advisor registered with Cuso Financial Services, LP. Elmas has been in the financial industry since 1997. Elmas holds Series 6, 7, 63 and 65 licenses. Prior to joining Cuso Financial Services, LP, Elmas worked at Riggs Investment Corp. and Allfirst Brokerage Corporation. Elmas specializes in providing financial advice to high-net-worth individuals and families. Elmas also provides services to charitable organizations, corporations, and pension plans.
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
MD
05/16/2005 - Present
Cuso Financial Services, LP (LANHAM MD)
DC
10/15/2001 - 10/04/2002
RIGGS INVESTMENT CORP. (WASHINGTON DC)
MD
05/22/1997 - 10/10/2001
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 08/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Erdal Elmas is the right advisor for you? Invested Better is here to help.
