Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cayelli is a registered representative with Cuso Financial Services, LP, a firm with 571 Investment Advisor Representatives and 663 Registered Representatives. Matthew Cayelli is licensed in California. Matthew Cayelli has been in the industry since April 28, 2024. Matthew Cayelli has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Cuso Financial Services, LP provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cuso Financial Services, LP manages assets for individuals, high net worth individuals, 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
04/29/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
BC
Issued 04/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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