Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester John De peralta is a registered investment advisor representative with Cuso Financial Services, LP. Lester has been in the securities industry since December 9, 2005 and has been with Cuso Financial Services, LP since August 27, 2010. Lester is registered with the states of California, Colorado, Hawaii, Illinois, and Nevada. Lester has a Series 63 and Series 66 registration as well as a Series 7 and SIE. Lester's firm, Cuso Financial Services, LP, is a registered investment advisor with the SEC and has offices in San Diego, CA. Cuso Financial Services, LP provides investment advisory services to a variety of clients, including 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.
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2
HI
08/27/2010 - Present
Cuso Financial Services, LP (HONOLULU HI)
HI
12/02/2005 - 08/10/2010
EDWARD JONES (PEARL CITY HI)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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