Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Kline Smith is a financial advisor at Cuso Financial Services, LP. Marie has been in the industry since 1997 and has a Series 6, 7TO, and 63 license. Marie has worked at both The Huntington Investment Company and FMB Investment Services. Marie is registered in the following states: Florida, Georgia, Michigan, Ohio, and Oregon. In addition to working as a financial advisor, Marie is also a secretary for Property North Management.
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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MI
09/09/2024 - Present
Cuso Financial Services, LP (Petoskey MI)
MI
10/01/1997 - 10/25/2023
THE HUNTINGTON INVESTMENT COMPANY (PETOSKEY MI)
MI
02/28/1997 - 10/01/1997
FMB INVESTMENT SERVICES (HOLLAND MI)
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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