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Osvaldo Cuevas

Truist Advisory Services, Inc.

Clearwater, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2021-08-11
TX RA APPROVED_RES 2017-03-13
FL RA APPROVED 2016-08-26
  • RI RA
    APPROVED
    Since 2021-08-11
  • TX RA
    APPROVED_RES
    Since 2017-03-13
  • FL RA
    APPROVED
    Since 2016-08-26

Branch Locations

26627 Us Hwy 19 N, Clearwater, FL 33761 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc Atlanta GA 04/2012 Present
Truist Advisory Services, Inc. Atlanta GA 08/2016 Present
Previous Registrations
  • 2008-03-04 → 2012-04-02
    Lpl Financial Llc
    Naples, FL
    Punta Gorda, FL
    Bonita Springs, FL
    Naples, FL
    Port Charlotte, FL
    Bradenton, FL
    Clearwater, FL
    Ft. Myers, FL
    Venice, FL
    Tampa, FL
    Naples, FL
    Clearwater, FL
    Tampa, FL
    Sarasota, FL
    Sun City, FL
    Clearwater, FL
    Tampa, FL
    St. Petersburg, FL
    St. Petersburg, FL
    Oldsmar, FL
    Casselberry, FL
  • 2007-03-09 → 2008-03-04
    Ifmg Securities, Inc.
    Venice, FL
    Bradenton, FL
    Sarasota, FL
    Sun City, FL
    Port Charlotte, FL
    Sarasota, FL
    Tampa, FL
    Punta Gorda, FL
    Naples, FL
    Naples, FL
    Naples, FL
    Bonita Springs, FL
    Bonita Springs, FL
    Clearwater, FL
    Cape Coral, FL
    Clearwater, FL
  • 2004-11-09 → 2006-03-09
    Citicorp Investment Services
    Bronx, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-02
S63 Uniform Securities Agent State Law Examination 1995-06-07
  • S65 Uniform Investment Adviser Law Examination
    1999-01-02
  • S63 Uniform Securities Agent State Law Examination
    1995-06-07
Other Names
  • Ozzie Cuevas

View on SEC IAPD

Other Firms

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USA FINANCIAL SECURITIES LLC
BEDINGHAUS FINANCIAL GROUP, INC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF
MICHAEL JAMES BURROWS
ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

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