Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Dilallo is an investment advisor representative associated with CUSO Financial Services, LP, a firm registered with the Securities and Exchange Commission. Michelle has been in the financial services industry since 2014. Michelle has been with CUSO Financial Services, LP, since 2020 and has been registered with the state of Colorado. Prior to joining CUSO, Michelle was a registered representative with CUNA Brokerage Services, Inc., and McDonald Partners LLC. Michelle holds the Series 7 and 66 securities licenses and the SIE exam. Michelle has experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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
07/23/2020 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
OH
12/11/2015 - 06/30/2020
CUNA BROKERAGE SERVICES, INC. (OREGON OH)
OH
01/29/2015 - 06/09/2015
MCDONALD PARTNERS LLC (MAUMEE OH)
OH
10/14/2014 - 01/28/2015
ROYAL ALLIANCE ASSOCIATES, INC. (TOLEDO OH)
BOTH
Issued 01/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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