Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckensie? Claim Your ProfileMckensie Badal is a financial advisor with Cuso Financial Services, Lp. Mckensie has been in the financial services industry for over 7 years, working with clients in Arizona and California. Mckensie has a Series 66 license as well as a Series 7 license. Mckensie specializes in providing financial advice, including financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, businesses, and charitable organizations. Mckensie is also a Managing Wealth Advisor at Genesis Wealth Partners, a private business.
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
AZ
12/20/2022 - Present
Cuso Financial Services, LP (Gilbert AZ)
AZ
12/07/2020 - 12/01/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MESA AZ)
AZ
03/10/2016 - 12/08/2020
CUSO FINANCIAL SERVICES, L.P. (Tempe AZ)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mckensie Badal is the right advisor for you? Invested Better is here to help.
