Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Balderrabano is a financial advisor at Cuso Financial Services, Lp. Rafael has been in the financial services industry since 2007. Rafael holds a Series 6, 7, 63 and 65 licenses. Rafael has experience providing financial planning services to individuals and businesses, as well as portfolio management services.
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.
1
2
TX
10/01/2021 - Present
Cuso Financial Services, LP (Houston TX)
TX
12/18/2019 - 10/05/2021
CUNA BROKERAGE SERVICES, INC. (Katy TX)
TX
08/19/2014 - 12/31/2019
CUSO FINANCIAL SERVICES, L.P. (HOUSTON TX)
TX
05/16/2013 - 08/18/2014
BBVA SECURITIES INC. (PEARLAND TX)
TX
01/24/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PEARLAND TX)
TX
10/26/2007 - 11/27/2012
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
IA
Issued 11/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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