Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ryan is an investment advisor representative with Cuso Financial Services, Lp. Mark has been in the industry since 2009. Mark has been registered with the state of Arizona since 2009, and is also registered with the state of California. Mark has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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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2
AZ
11/29/2023 - Present
Cuso Financial Services, LP (Phoenix AZ)
CA
04/20/2023 - 11/27/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
AZ
04/08/2019 - 04/22/2022
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
GA
07/31/2018 - 03/22/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/31/2018 - 03/22/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
07/31/2018 - 03/22/2019
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
04/21/2017 - 03/22/2019
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
06/11/2014 - 05/19/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
03/13/2009 - 06/02/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 08/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2020
Series 4 - Registered Options Principal Examination
BC
Issued 05/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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