Unclaimed
Luciano Giovanni Prestonise is a registered investment advisor representative with Cuso Financial Services, LP. Luciano has over 15 years of experience in the financial services industry and is licensed to provide financial advice in California and New York. Luciano has held previous roles with firms like Commonwealth Financial Network, Madison Avenue Securities, LLC, and LPL Financial LLC.
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
06/06/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
01/17/2024 - 02/23/2024
FORESIDE GLOBAL SERVICES, LLC (Escondido CA)
CA
11/11/2022 - 02/23/2024
FORESIDE FINANCIAL SERVICES, LLC (Escondido CA)
CA
11/11/2022 - 02/23/2024
FORESIDE FUND SERVICES, LLC (Escondido CA)
CA
11/11/2022 - 02/23/2024
FORESIDE FUNDS DISTRIBUTORS LLC (Escondido CA)
CA
11/11/2022 - 02/23/2024
IMST DISTRIBUTORS, LLC (Escondido CA)
CA
11/11/2022 - 02/23/2024
NORTHERN FUNDS DISTRIBUTORS, LLC (Escondido CA)
CA
11/11/2022 - 02/23/2024
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC (Escondido CA)
CA
11/11/2022 - 02/23/2024
QUASAR DISTRIBUTORS, LLC (Escondido CA)
CA
11/11/2022 - 02/23/2024
STERLING CAPITAL DISTRIBUTORS, LLC (Escondido CA)
CA
11/11/2022 - 10/11/2023
COMPASS DISTRIBUTORS, LLC (Escondido CA)
CA
11/11/2022 - 12/31/2022
FORESIDE DISTRIBUTION SERVICES, L.P. (El Cajon CA)
CA
11/11/2022 - 12/31/2022
FUNDS DISTRIBUTOR, LLC (El Cajon CA)
CA
11/11/2022 - 12/31/2022
MGI FUNDS DISTRIBUTORS, LLC (El Cajon CA)
NY
06/07/2022 - 09/02/2022
REVOLUT SECURITIES INC. (NEW YORK NY)
CA
10/12/2020 - 05/31/2022
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
07/30/2019 - 07/21/2020
MADISON AVENUE SECURITIES, LLC (SAN DIEGO CA)
CA
01/26/2016 - 07/26/2019
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
12/23/2009 - 01/25/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/18/2008 - 07/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 04/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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