Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Edward Mell is a financial advisor currently registered with Cuso Financial Services, LP in Canton, Michigan. Brian Mell has over 20 years of experience in the financial services industry, holding various roles at several firms, including XCU Capital Corporation, Inc., Charter One Securities, Inc., ABN AMRO Financial Services, Inc., and H&R Block Financial Advisors, Inc. Brian Mell has a broad range of experience providing financial planning services to individuals, corporations, and charitable organizations. He is also a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
12/21/2023 - Present
Cuso Financial Services, LP (CANTON MI)
NC
10/01/2003 - 06/16/2004
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
OH
09/16/2002 - 10/02/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
08/07/2001 - 09/18/2002
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MI
12/18/2000 - 08/10/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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