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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Espinosa is a financial advisor with Cuso Financial Services, LP based in Anaheim, California. Jennifer has been in the financial services industry since August 2008, and is licensed in California to provide investment advice and securities products. Jennifer holds the Series 6, 7, 63 and 66 licenses. Jennifer works with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit sharing plans. Jennifer provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
01/13/2023 - Present
Cuso Financial Services, LP (Anaheim CA)
CA
08/25/2008 - 02/06/2023
WESCOM FINANCIAL SERVICES (WEST COVINA CA)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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