Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marialisa? Claim Your ProfileMarialisa Caruso is an investment advisor representative registered with Caruso Family Financial Advisors (CFFA) LLC. Marialisa is based in San Jose, CA and has been in the financial industry for over 4 years. Marialisa is a Series 65 licensed individual. Marialisa specializes in portfolio management for individuals and provides pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Caruso Family Financial Advisors (cffa) LLC (SAN JOSE CA)
IA
Issued 11/28/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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