Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trinidad? Claim Your ProfileTrinidad Salinas is a registered representative with Cuso Financial Services, LP. Trinidad has been in the industry since April 20, 2003. Cuso Financial Services, LP is headquartered in San Diego, California, and provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for businesses and individuals. Trinidad has a wide range of experience and specializes in a variety of financial planning 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.
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
TX
12/17/2024 - Present
Cuso Financial Services, LP (Fort Worth TX)
TX
03/03/2011 - 01/06/2015
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
RI
09/20/1999 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/03/1998 - 09/13/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
01/01/1997 - 02/27/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 09/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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