Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Camilo Castiblanco canon is a financial advisor with over five years of experience in the financial services industry. Julian is a registered representative and investment advisor representative with Cuso Financial Services, LP, a national financial services firm headquartered in San Diego, California. Previously, Julian worked at Wescom Financial Services in Orange, California. Julian is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Julian holds Series 7, 63, and 66 licenses and has a Bachelor of Science degree in Finance.
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
01/01/2025 - Present
Cuso Financial Services, LP (ORANGE CA)
CA
08/21/2020 - 02/06/2023
WESCOM FINANCIAL SERVICES (ORANGE CA)
BOTH
Issued 05/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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