Ramon
Baez
Cuso Financial Services, L.P
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About this Advisor
Ramon Baez is a financial advisor working out of Murrieta, California with 1 year of industry experience. Baez is currently employed by Cuso Financial Services, L.P. Over the course of their career, Baez has held roles at Anaheim Marriott, Irvine Courtyard Marriott, Jw Marriott Desert Springs, Jp Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Merrill Lynch Pierce Fenner & Smith Inc, Bank Of America Na, Edward Jones, Cuso Financial Services, Lp, Cocos Restaurant Bakery and Us Bank. Baez maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Cuso Financial Services, L.P is an advisory firm that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 advisors. It oversees $4 billion in assets across its 25,992 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 25,992 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management depend on which services the firm provides the client. Fees billed by Cuso Financial Services, L.P can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ramon Baez Work History
Ramon has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Edward Jones
Merrill Lynch Pierce Fenner & Smith Inc
Bank Of America Na
Jp Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Cocos Restaurant Bakery
Us Bank
Anaheim Marriott
Irvine Courtyard Marriott
Jw Marriott Desert Springs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ramon Baez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
Downingtown, PA
San Diego, CA
San Diego, CA
Orange Park, FL
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Quincy, MA
Anaheim, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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