Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rigoberto? Claim Your ProfileRigoberto Chavez gomez is a financial advisor with over 3 years of experience in the financial services industry. Rigoberto is currently registered with Cuso Financial Services, LP in Spokane Valley, Washington. Rigoberto is a registered representative and investment advisor representative with the ability to provide financial and investment advice to a broad range of clients, including individuals, corporations, charitable organizations, and pension plans. Previously, Rigoberto was affiliated with UBS Financial Services Inc., and has held roles in various industries, including retail and education. Rigoberto holds the Series 66, SIE and Series 7 licenses and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
WA
11/05/2018 - Present
Cuso Financial Services, LP (Spokane Valley WA)
WA
12/15/2015 - 11/09/2018
UBS FINANCIAL SERVICES INC. (SPOKANE WA)
BOTH
Issued 01/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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