Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Marie Lusk is an Investment Advisor Representative associated with Compass Financial Management LLC. Belinda is registered with both the state of Illinois and Florida. Belinda has been in the securities industry for 25 years. Belinda has a background in providing financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Belinda is also registered with the state of Illinois as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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IL
10/24/2023 - Present
Compass Financial Management LLC (Chicago IL)
IL
07/14/2017 - 08/01/2023
HALO SECURITIES, LLC (CHICAGO IL)
IL
11/18/2015 - 02/28/2017
AUSDAL FINANCIAL PARTNERS, INC. (Oak Brook IL)
IL
08/31/2004 - 11/17/2015
CETERA ADVISORS LLC (CHICAGO IL)
IN
09/17/1998 - 09/13/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
Issued 03/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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