Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stutz is a financial advisor with Cuso Financial Services, LP. Mark is registered with the state of North Carolina as an Investment Advisor Representative. Mark has been in the financial services industry since 2012. Prior to joining CUSO Financial Services, LP, Mark was an advisor with E*TRADE Securities LLC and LPL Financial LLC. Mark has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Mark holds Series 7, 24, 52, 53, and 66 securities 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.
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
CA
03/18/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
NC
07/11/2019 - 08/14/2023
E*TRADE SECURITIES LLC (CHARLOTTE NC)
SC
02/20/2015 - 07/08/2019
LPL FINANCIAL LLC (FORT MILL SC)
MN
07/14/2014 - 02/10/2015
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
NC
09/13/2012 - 03/25/2014
TRADEKING (CHARLOTTE NC)
CA
04/06/2012 - 12/20/2012
ZECCO TRADING, INC. (GLENDALE CA)
BOTH
Issued 01/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/03/2013
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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