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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Harkless Dean is an investment advisor representative with Cuso Financial Services, LP and is licensed in 10 states. Marshall has been in the financial services industry since 2008 and has experience with UBS FINANCIAL SERVICES INC. and ALLIANCE AFFILIATED EQUITIES CORPORATION. Marshall holds the Series 63, Series 65, Series 7, Series 22, and SIE exams. The advisor's specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
UT
08/03/2020 - Present
Cuso Financial Services, LP (America Fork UT)
UT
04/29/2016 - 04/09/2020
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
KS
04/15/2008 - 11/02/2015
ALLIANCE AFFILIATED EQUITIES CORPORATION (OVERLAND PARK KS)
IA
Issued 05/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2008
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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