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George Justin Cupo

Loomis Sayles Distributors, LP

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About George Justin Cupo

George Justin Cupo is a financial professional with over 15 years of experience in the industry. George is currently registered with Loomis Sayles Distributors, LP and holds Series 3, 6, 7TO and SIE licenses. George is registered in all 50 states and the District of Columbia. Previously, George was with Wellington Funds Distributors Inc. and Signator Investors, Inc. George is dedicated to providing personalized financial advice to clients.

Firm Information

George Cupo is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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George Cupo’s Registration & Firm History

MA

09/13/2023 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

MA

03/31/2023 - 08/23/2023

WELLINGTON FUNDS DISTRIBUTORS INC. (BOSTON MA)

MA

09/06/2007 - 03/06/2008

SIGNATOR INVESTORS, INC. (CANTON MA)

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Licenses & Designations

BC

Issued 04/24/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2013

Series 3 - National Commodity Futures Examination

BC

Issued 09/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Justin Cupo.
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