Elaine Cote (CRD# 6827690) is an Investment Advisor Representative working at Cuso Financial Services in Wilbraham, MA and has over 3 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jul 2017 - Current | 6 |
| Polish National Credit Union | Wilbraham, MA | Jul 2017 - Current | 6 |
| University Of Massachusetts, Amherst | Amherst, MA | Sep 2018 - May 2020 | 1 |
| Holyoke Community College | Holyoke, MA | Jun 2016 - May 2018 | 1 |
| Polish National Credit Union | Chicopee, MA | Jul 2015 - Jun 2017 | 1 |
| Chiopee Comprehensive High School | Chicopee, MA | Sep 2014 - May 2016 | 1 |
| Notch Mechanical Constructors | Chicopee, MA | May 2014 - May 2015 | 1 |
| Fairview Veterans Memorial Middle School | Chicopee, MA | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- MA
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Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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