Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Marie Ponce de leon is a registered representative with Cuso Financial Services, LP. Leah has been in the industry since May 12, 2022. Leah is licensed to sell securities in California. Leah has passed the Series 63, Series 6TO, and SIE exams. Cuso Financial Services, LP is a financial services firm headquartered in San Diego, California with offices in Santa Rosa, California. Cuso Financial Services, LP provides investment advisory services to a wide range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, 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.
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CA
05/13/2022 - Present
Cuso Financial Services, LP (SANTA ROSA CA)
BC
Issued 10/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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