Unclaimed
Bryan Kuskie is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Bryan is a veteran of the financial services industry, having over 28 years of experience. Bryan has held several positions with other firms throughout his career. He is registered in 13 states, including Maryland and Texas, and has passed the Series 6, 7, 22, 24, 26, 63, and 65 exams. Bryan works with high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
06/27/2023 - Present
Cambridge Investment Research Advisors, Inc. (Clarksburg MD)
MD
07/03/1997 - 12/09/2022
CANTELLA & CO., INC. (CLARKSBURG MD)
MO
01/23/1997 - 08/11/1997
EISNER SECURITIES, INC. (ST. LOUIS MO)
TX
04/03/1996 - 01/01/1997
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
MN
01/13/1995 - 04/08/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 10/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/26/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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