Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Fluker is a financial professional with over 28 years of experience in the financial services industry. Maria currently works at Cuso Financial Services, LP as a Registered Representative. Maria has also held previous positions with LINSCO/PRIVATE LEDGER CORP., TD WATERHOUSE INVESTOR SERVICES, INC. and JACK WHITE & COMPANY, INC. Maria is registered to provide investment advice in California and holds Series 3, 7, 24, 63, and 65 licenses.
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
CA
01/01/2025 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
SC
04/15/2002 - 09/11/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
06/01/1998 - 03/04/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
05/15/1996 - 06/01/1998
JACK WHITE & COMPANY, INC.
CA
08/26/1994 - 04/30/1996
VANGUARD CAPITAL (DEL MAR CA)
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1994
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 11/22/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Maria Fluker is the right advisor for you? Invested Better is here to help.
