Unclaimed
Guido Cosenza is a financial advisor with Crux Wealth Advisors. Guido has been in the financial industry since 2015, and has experience with Ameriprise Financial Services, Inc. and Raymond James Financial Services, Inc. Guido has earned the Series 66, SIE, and Series 7 licenses. Guido is registered to provide investment advisory services in 18 states.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
08/03/2024 - Present
Crux Wealth Advisors (Torrance CA)
CA
02/19/2016 - 08/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Long Beach CA)
CA
01/12/2015 - 03/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Los Angeles CA)
BOTH
Issued 02/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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