Roy Wagner, CFP
CUSO Financial Services, LP
Certified Financial Planner in San Diego, CA
Address:10150 Meanley Drive, 1st Floor
San Diego, CA 92131
About Roy Wagner
Roy Wagner is a financial professional at CUSO Financial Services, LP located in San Diego, California. Roy Wagner holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Roy Wagner provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Roy Wagner10150 Meanley Drive, 1st Floor
San Diego, CA 92131
Phone Number:
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Website:
http://www.cusonet.com
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