Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osvaldo? Claim Your ProfileOsvaldo Cuevas is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with Truist Advisory Services, Inc. and holds licenses in Florida, Rhode Island, and Texas. Osvaldo has previously worked with several firms including LPL Financial LLC, IFMG Securities, Inc., Citigroup Investment Services and Morgan Stanley DW Inc. He is a Series 63 and 65 licensed holder and also holds Series 7, Series 31, and SIE licenses. Osvaldo is passionate about helping clients achieve their financial goals. He provides a range of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. He is committed to providing personalized service and building long-term relationships with his clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (CLEARWATER FL)
FL
03/04/2008 - 04/02/2012
LPL FINANCIAL LLC (NAPLES FL)
FL
06/13/2006 - 03/04/2008
IFMG SECURITIES, INC. (NAPLES FL)
NY
06/18/2002 - 03/09/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
11/29/1994 - 05/31/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 01/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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