Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fe? Claim Your ProfileFe Jamito Obongen is a financial professional with over 20 years of experience in the industry. Fe is currently registered with Cuso Financial Services, LP in Riverside, CA. Fe previously worked with CUSO FINANCIAL SERVICES, L.P. in Corona, CA, CITICORP INVESTMENT SERVICES in Fontana, CA, and CAL FED INVESTMENTS in Sacramento, CA. Fe holds Series 63, SIE, and Series 6 licenses and is a specialist in various areas. Fe has expertise in several areas including providing financial planning and investment advice for individuals and businesses, as well as portfolio management.
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
10/29/2012 - Present
Cuso Financial Services, LP (RIVERSIDE CA)
CA
04/19/2007 - 04/09/2012
CUSO FINANCIAL SERVICES, L.P. (CORONA CA)
CA
02/05/2003 - 02/23/2007
CITICORP INVESTMENT SERVICES (FONTANA CA)
CA
07/28/1999 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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