Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rochelle? Claim Your ProfileRochelle Dungca-schreiber is a financial advisor with over 20 years of experience in the industry. Rochelle currently works with Cuso Financial Services, Lp, a firm based in San Diego, CA. Rochelle has a wide range of experience, having worked with firms such as Citigroup Global Markets Inc., Sentra Securities Corporation, and Sorrento Pacific Financial, LLC. Rochelle's licenses include Series 7, 99TO, SIE, and 66. Rochelle holds licenses in Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kansas, Massachusetts, Michigan, Minnesota, Montana, Nebraska, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
01/09/2025 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
OR
08/31/2000 - 10/12/2007
CITIGROUP GLOBAL MARKETS INC. (CORVALLIS OR)
CA
07/14/1999 - 08/29/1999
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
AZ
04/02/1997 - 07/16/1999
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2007
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 04/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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