Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John paul? Claim Your ProfileJohn Paul Fontanilla Borbon is a financial advisor registered with Cuso Financial Services, LP, and has been working in the financial services industry since 2014. John Paul has passed the Series 6, Series 7, Series 63 and Series 65 exams. John Paul is also registered with the state of California. John Paul specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. John Paul has also previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC, and Wells Fargo Bank NA.
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
07/20/2021 - Present
Cuso Financial Services, LP (DANVILLE CA)
CA
10/03/2014 - 07/20/2021
WELLS FARGO CLEARING SERVICES, LLC (CASTRO VALLEY CA)
IA
Issued 02/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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