Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Quiroz is a financial professional with over 20 years of experience in the financial services industry. Frank is currently registered with Cuso Financial Services, LP in Kyle, TX. Previously, Frank has worked for firms such as J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Investments, LLC, and Capital Brokerage Corporation. Frank holds Series 6 and 63 licenses, and the SIE exam. Frank specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
TX
03/03/2021 - Present
Cuso Financial Services, LP (Kyle TX)
TX
10/01/2012 - 10/26/2020
J.P. MORGAN SECURITIES LLC (KYLE TX)
TX
06/22/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BUDA TX)
TX
08/23/2005 - 01/24/2007
WELLS FARGO INVESTMENTS, LLC (KYLE TX)
IL
11/09/2001 - 01/31/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
07/30/2001 - 10/03/2001
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
VA
04/13/1999 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Quiroz is the right advisor for you? Invested Better is here to help.
