CUSO Financial Services, L.P.
The member's financial well-being and trust are the two most important things for me. Listening to the members is the key to a successful financial plan. Therefore most of my time is spent listening to my client’s goals and needs.
- Series 7, 9,10, 66, and 215 licenses
- Life, Health, Disability, and Variable Annuity licenses
- MS Education, Florida International University
- Languages: English and Spanish
- Registered to conduct Securities Business in the state of Florida
Marcos understands the importance of trust between advisors and clients. His years of experience in financial and retirement planning give Marcos’ clients confidence knowing that they will receive trustworthy and sound investment and retirement recommendations.
Originally from Havana, Cuba, Marcos moved to the U.S. as a child and grew up between New York and California. He has called Central Florida home for the past six years. Marcos supports the Central Florida community by volunteering his time with the Spanish Chamber of Commerce and the March of Dimes.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.