Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Kilbride is a financial advisor with over 20 years of experience in the financial services industry. Mark is registered with Cuso Financial Services, LP and offers financial planning, portfolio management, and investment advisory services to individuals, businesses, 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.
A percentage of the total value of assets under management is charged.
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FL
05/15/2024 - Present
Cuso Financial Services, LP (Destin FL)
FL
07/25/2018 - 12/02/2021
CUNA BROKERAGE SERVICES, INC. (FORT WALTON BEACH FL)
IN
06/14/2018 - 07/23/2018
KESTRA INVESTMENT SERVICES, LLC (Carmel IN)
TX
07/21/2011 - 11/11/2011
NFP SECURITIES, INC. (AUSTIN TX)
CA
04/13/2010 - 06/08/2011
ACCELERATED CAPITAL GROUP (COSTA MESA CA)
IL
06/19/2009 - 07/09/2010
LONGVIEW FINANCIAL GROUP, INC (PALATINE IL)
NY
04/29/2008 - 01/20/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
TN
11/22/2004 - 03/03/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
FL
06/20/2000 - 12/01/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 08/06/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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