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Company Information

Get to know Verso Financial, LLC

Verso Financial is a Registered Investment Adviser (RIA) firm dedicated to providing personalized wealth management and financial planning. Their stated mission is to help clients navigate their financial lives with clarity and confidence through a disciplined, evidence-based approach to investing and planning. As a fee-only fiduciary, the firm is legally bound to act in the best interests of its clients, offering services that cover retirement planning, investment management, estate planning, and tax strategies without earning commissions on product sales.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Verso Financial, LLC

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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Regulated

TrustFinance

(968 reviews)

Singapore

2020

(5 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.