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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Osuna Flores is a financial advisor with Cuso Financial Services, LP. Patricia has been in the financial services industry since 1999. Patricia has a wide range of experience in the industry and holds several professional licenses and certifications. She has worked for several different firms over the course of her career, including LPL Financial LLC and Independent Financial Group, LLC. Patricia's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Patricia offers a variety of advisory services to her clients, including financial planning, portfolio management for individuals and businesses, and pension consulting. She is committed to providing her clients with the highest quality financial advice and service.
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
05/25/2022 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
03/16/2021 - 10/29/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
10/26/2004 - 02/25/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
MO
06/04/2004 - 10/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CT
03/21/2001 - 06/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NJ
09/27/1999 - 01/31/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/07/1998 - 08/24/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2007
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 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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