Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ewelina? Claim Your ProfileEwelina Caplap is a Registered Representative and Investment Advisor Representative associated with Cuso Financial Services, LP. Ewelina has been in the securities industry for over 15 years and has a strong track record of providing clients with comprehensive financial advice. Ewelina’s previous roles have been with Northwestern Mutual Investment Services, LLC and Park Avenue Securities LLC. Ewelina holds Series 66, Series 10 and Series 9 licenses as well as the SIE and Series 7 exams. She is also a Chartered Financial Consultant.
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
09/14/2015 - Present
Cuso Financial Services, LP (RALEIGH NC)
NC
10/08/2014 - 09/02/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
NC
03/09/2007 - 08/20/2014
PARK AVENUE SECURITIES LLC (RALEIGH NC)
BOTH
Issued 12/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ewelina Caplap is the right advisor for you? Invested Better is here to help.
