Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Yandura is a financial advisor with over 20 years of experience in the financial services industry. He is registered with Cuso Financial Services, LP. Mark has a wide range of experience in financial planning, portfolio management, and investment advisory services. Mark provides a variety of financial services to individual and corporate clients, including financial planning, portfolio management, and investment advisory services. Mark is committed to helping his clients achieve their financial goals.
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.
1
2
OH
04/13/2021 - Present
Cuso Financial Services, LP (Columbus OH)
OH
01/16/2020 - 03/16/2021
EQUITABLE ADVISORS, LLC (COLUMBUS OH)
NY
01/05/2016 - 06/05/2017
ALT FUND DISTRIBUTORS LLC (NEW YORK NY)
IN
06/03/2015 - 10/07/2015
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
OH
11/18/1999 - 04/30/2015
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 01/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Yandura is the right advisor for you? Invested Better is here to help.
