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EC

Eduardo R. Cuan

SHAREHOLDERS SERVICE GROUP
San Diego, CA 92131
Some features on this profile are disabled
CRD#: 7291807
EC

Professional summary

Eduardo Rene Cuan is a registered financial professional currently at SHAREHOLDERS SERVICE GROUP, LLC located in San Diego, California.

Eduardo is registered as a RR (Registered Representative) and started their career in finance in 2020. Eduardo has worked at 4 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eduardo Rene Cuan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 26, 2024 - Present

SHAREHOLDERS SERVICE GROUP, LLC

Office #1: 9845 Erma Road Ste 312, San Diego, CA 92131
BD
CRD#: 125226
San Diego, CA
Past

August 31, 2023 - March 18, 2024

ONE GROWTH SECURITIES LLC

BD
CRD#: 310890
NEW YORK , NY
Past

June 23, 2022 - March 18, 2024

DRIVEWEALTH, LLC

BD
CRD#: 165429
Jersey City, NJ
Past

September 22, 2020 - May 31, 2022

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
San Francisco, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Principal/Supervisory Exam
RR
Series 27
Date: 9/22/2020
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SHAREHOLDERS SERVICE GROUP, LLC
SHAREHOLDER SERVICES GROUP, INC. | SHAREHOLDERS SERVICE GROUP, LLC | SHAREHOLDERS SERVICE GROUP, INC.

CRD#: 125226 / SEC#: , 8-65778

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
9845 Erma Road Ste 312, San Diego, CA 92131
Mailing Address
9845 Erma Road Ste 312, San Diego, CA 92131
Phone number
(858) 530-1031
Established
California since 09/30/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORP.SOLE MEMBER
ABAGAT, ROLANDO BAYANIPRESIDENT, COO, AML CO, CCO1948023
COTE, WILLIAM BRUCEVICE PRESIDENT2383368
MORIOKA, TIMOTHY JOHNVICE PRESIDENT2180737

Disclosures

Regulatory Event1
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SHAREHOLDERS SERVICE GROUP, LLC

CRD#: 125226San Diego, CA 92131

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