Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kasschau is an Investment Advisor Representative at Credit Suisse Securities (usa) Llc with over 30 years of experience in the financial services industry. Mark's expertise lies in portfolio management for pooled investment vehicles. Mark holds Series 3, 30, and 99 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
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2
NY
09/17/2012 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
BC
Issued 04/03/1995
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2012
Series 99 - Operations Professional Examination
BC
Issued 03/29/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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