linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Joseph Almeida

CU Investment Solutions LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Joseph Almeida

John Almeida is a financial professional with over 20 years of experience in the industry. John is currently registered with Cu Investment Solutions Llc, a firm that provides investment advisory services to institutional clients. Previously, John has worked with BALANCE SHEET SOLUTIONS LLC, CU INVESTMENT SOLUTIONS, INC., CREDIT UNION BROKERAGE SERVICES, INC., and UBS FINANCIAL SERVICES INC.. John's expertise includes a wide range of financial products and services. He is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

John Almeida is currently registered with CU Investment Solutions LLC. CU Investment Solutions LLC is a Limited Liability Company based in Delaware, formed in June 2011. They provide non-discretionary investment advisory services for institutional clients. They are registered with the SEC and in 25 states.

Not reported

Assets Under Management

3

Total Clients

33

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.

check

non discretionary investment advisory for institutional clients

Non discretionary investment advisory for institutional clients

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Almeida’s Registration & Firm History

KS

11/30/2012 - Present

CU Investment Solutions LLC (OVERLAND PARK KS)

IL

12/01/2007 - 11/30/2012

BALANCE SHEET SOLUTIONS LLC (NAPERVILLE IL)

MA

09/30/2005 - 11/30/2007

CU INVESTMENT SOLUTIONS, INC. (AUBURN MA)

MA

01/13/2004 - 09/30/2005

CREDIT UNION BROKERAGE SERVICES, INC. (AUBURN MA)

NJ

07/09/2002 - 01/12/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

Not sure if John Joseph Almeida is right for you?

Licenses & Designations

BOTH

Issued 07/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Almeida.
Not sure if John Joseph Almeida is right for you?