Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hormoz? Claim Your ProfileHormoz Aslani is a financial advisor registered with Cuso Financial Services, LP with over 20 years of experience in the financial services industry. Hormoz has been registered with FINRA since 2000 and has a variety of certifications including the Series 66, Series 7 and the SIE exam. Hormoz has held positions with firms such as UBS PaineWebber Inc., Edward Jones, and Wells Fargo Clearing Services, LLC. Hormoz has a broad range of experience and expertise in areas such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Currently, Hormoz is registered in 13 states across the US. Hormoz Aslani is committed to providing quality financial advice and guidance to clients.
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
10/04/2024 - Present
Cuso Financial Services, LP (Lakewood CA)
CA
04/21/2017 - 10/06/2022
CITIGROUP GLOBAL MARKETS INC. (Los Angeles CA)
CA
04/25/2014 - 04/26/2017
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
IL
09/30/2009 - 05/02/2014
FIFTH THIRD SECURITIES, INC. (CICERO IL)
IL
11/25/2002 - 09/29/2009
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
NJ
04/12/2001 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
02/16/2000 - 03/08/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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