Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Walton is a financial advisor with Cuso Financial Services, LP. Mark has been in the industry since 2004 and is currently registered with Cuso Financial Services, LP as well as several other states. Mark has been a Financial Advisor for over 20 years and has experience in providing financial planning and investment advice for individuals and families. Mark is a member of the Allegacy Federal Credit Union in Clemmons, NC.
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
NC
07/24/2018 - Present
Cuso Financial Services, LP (Bermuda Run NC)
NC
03/25/2017 - 07/25/2018
MML INVESTORS SERVICES, LLC (WINSTON-SALEM NC)
NC
06/01/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WINSTON-SALEM NC)
NC
11/23/2010 - 06/05/2015
LPL FINANCIAL LLC (WINSTON-SALEM NC)
NC
06/20/2006 - 11/26/2010
EDWARD JONES (WINSTON SALEM NC)
KS
05/07/2001 - 12/31/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
GA
04/10/2000 - 08/22/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 02/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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