Unclaimed
Mark Cushing is a financial advisor with Morgan Stanley. Mark has been in the financial services industry since 1997. Mark holds a Series 7, Series 31, and Series 63 license and has passed the SIE exam. Mark is also licensed as an Investment Advisor Representative in Illinois and Texas. Prior to joining Morgan Stanley, Mark worked for Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Mark is currently registered with Morgan Stanley in Champaign, Illinois and has offices in Champaign and Texas. Mark works with a wide range of clients, including individuals, families, businesses, retirement plans, and trusts. Mark specializes in portfolio management, financial planning, and investment advice. Mark has experience in various other industries, including real estate management. Mark is a member of 1-BETA CHI CHAPTER OF TAU KAPPA EPSILON FRATERNITY BOARD OF ADVISORS and is the current president of the TKE BETA CHI ALUMNI ASSOC. Mark is an active member of the community and is committed to providing his clients with the highest level of service and expertise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
01/17/2019 - Present
Morgan Stanley (Champaign IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHAMPAIGN IL)
IL
06/20/1997 - 04/02/2007
MORGAN STANLEY DW INC. (CHAMPAIGN IL)
IA
Issued 07/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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