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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thiago? Claim Your ProfileThiago Silveira is a financial advisor who has been in the industry since 2019. Thiago is currently registered with Cuso Financial Services, LP. Thiago has previously worked with Morgan Stanley and Wells Fargo Clearing Services, LLC. Thiago holds licenses for Series 63, 66, 7TO, 6TO, SIE, 9 and 10. Thiago provides a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses. Thiago specializes in financial planning and retirement planning.
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
07/02/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
FL
06/09/2021 - 07/02/2024
MORGAN STANLEY (Tampa FL)
FL
09/05/2019 - 05/20/2021
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
BOTH
Issued 03/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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