Unclaimed
Teddy Alvarado Figueroa is a financial professional with Cuso Financial Services, LP. Teddy has been working in the financial industry since 2022, specializing in financial planning, pension consulting and portfolio management for individuals and businesses. Teddy holds the Series 7TO and SIE licenses.
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
FL
08/07/2024 - Present
Cuso Financial Services, LP (Tampa FL)
BC
Issued 08/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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