Cuso Financial Services, L.P
About this Advisor
Rahil Machiwalla is a financial advisor based in Fremont, California, who has been in the financial industry for 12 years. Machiwalla currently works for Cuso Financial Services, L.P. Throughout their career, Machiwalla has worked at Chase Investment Services and Cuso Financial Services, Lp. Machiwalla holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Cuso Financial Services, L.P is a business that has its headquarters in Fremont, California. The company has offices in 929 locations and a total of 656 financial advisors. It handles $4 billion in total assets across its 24,999 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 24,999 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The company has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the services provided. However, fee types charged by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Rahil Machiwalla Work History
Rahil has 12 years of experience.
Cuso Financial Services, Lp
Chase Investment Services
Rahil Machiwalla has no disclosures.
Please visit their SEC profile for more details.
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