Unclaimed
Rodrique Paul Cousino is a financial advisor with over 38 years of experience in the industry. Rodrique has a Series 6 and Series 65 license, as well as a SIE certification. Rodrique is currently registered with Equity Services, Inc. and is located in Colchester, VT. Prior to joining Equity Services, Inc., Rodrique was registered with CADARET, GRANT & CO., INC., SAGEPOINT FINANCIAL, INC., and AMERICAN GENERAL SECURITIES INCORPORATED. Rodrique's specializations include retirement planning, education planning, estate planning, insurance, and investment advisory 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
04/21/2017 - Present
Equity Services, Inc. (COLCHESTER VT)
VT
05/28/2009 - 05/03/2012
CADARET, GRANT & CO., INC. (BRISTOL VT)
VT
10/31/2008 - 06/03/2009
SAGEPOINT FINANCIAL, INC. (BRISTOL VT)
VT
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (BRISTOL VT)
TX
12/02/1983 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 03/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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