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Justy Abran Armijo

Cuso Financial Services, LP

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About Justy Abran Armijo

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.

Firm Information

Justy Armijo is currently registered with Cuso Financial Services, LP. Cuso Financial Services, LP is a partnership formed in November 1996 and headquartered in San Diego, CA. They are a Registered Investment Advisor with the SEC and are also registered in 53 states. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and participate in wrap fee programs. They manage over $4.6 billion in assets for a diverse client base including high-net-worth individuals, corporations, individuals, and charitable organizations.
Cuso Financial Services, LP

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$4.66B

Assets Under Management

16,218

Total Clients

639

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justy Armijo’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justy Abran Armijo.
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