Roland “Ray” Stewart
Financial Advisor
CUSO Financial Services, L.P.
Sorrento Pacific Financial, LLC.
Email: rstewart@cusonet.com
Phone: 858.412.1354
Check the background of this investment professional on FINRA BrokerCheck
Ray has been in the financial services industry for 14 years. He is a licensed professional and takes a holistic approach to financial planning and retirement planning. Ray believes that the best way to assist his clients is to build a solid relationship. He is extremely customer focused and strives to do what is in the client’s best interest. Ray takes the big picture approach to financial planning, and focuses on relationship building, outstanding customer service and helping clients achieve their financial and retirement goals. He can help you create a financial plan designed to meet your unique financial goals.
Schedule a no-obligation phone appointment with Ray and gain valuable information on financial planning topics that include:
- 401(k) 403(b) and 457 Rollovers
- Retirement Life Style Strategies
- Creating Income in Retirement
- Life & Long Term Care Insurance
- Small Business Services
Registered through CUSO Financial Services, LP
Series 7 – Securities Representative
Series 65 – Investment Advisor
Life and Health Insurance
Educational Background
State University of New York
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*Non-deposit investment products and services are offered through either CUSO Financial Services, L.P. (“CFS”) or Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Member FINRA / SIPC) and SEC Registered Investment Advisors. Investments products are not federally insured, not guarantees or obligations of the bank or credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. A financial institution has contracted with CFS or SPF to make non-deposit investment products and services available to members or clients.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Registered representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.