Unclaimed
Justy Armijo is a financial advisor with Cuso Financial Services, LP. Justy has been a financial advisor since 1996 and has worked for several firms, including CUNA BROKERAGE SERVICES, INC., NYLIFE SECURITIES LLC, GWN SECURITIES INC., WADDELL & REED, INC., STATE FARM VP MANAGEMENT CORP., VALIC FINANCIAL ADVISORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and COPELAND EQUITIES, INC. Justy is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Justy is also registered with the state of New Mexico as a Registered Agent. Justy has a Series 6, 7, 24, 51, 63, and 65 license. Justy is a member of the Financial Industry Regulatory Authority (FINRA). Justy provides financial planning, pension consulting, and educational seminars to clients. Justy also provides portfolio management for individuals and businesses. Justy's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
NM
06/02/2021 - Present
Cuso Financial Services, LP (Albuquerque NM)
NM
03/26/2015 - 06/08/2021
CUNA BROKERAGE SERVICES, INC. (Rio Rancho NM)
NM
06/14/2013 - 03/16/2015
NYLIFE SECURITIES LLC (ALBUQUERQUE NM)
NM
01/21/2011 - 05/17/2013
GWN SECURITIES INC. (ALBUQUERQUE NM)
NM
07/21/2010 - 01/31/2011
WADDELL & REED, INC. (ALBUQUERQUE NM)
NM
08/26/2009 - 02/26/2010
STATE FARM VP MANAGEMENT CORP. (BERNALILLO NM)
NM
08/23/2002 - 04/17/2009
VALIC FINANCIAL ADVISORS, INC. (SANTA FE NM)
NY
02/16/1999 - 09/25/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
11/21/1994 - 03/30/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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