Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark A. Muntean is a financial advisor at Captrust. Mark has been working in the financial industry since May 2008. Mark is registered with the state of Ohio. Mark offers investment advisory services to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities and pooled investment vehicles. Mark is a Certified Financial Planner and a Chartered Financial Analyst.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
05/22/2019 - Present
Captrust (Uniontown OH)
OH
05/21/2008 - 03/04/2010
PFS INVESTMENTS INC. (STRONGSVILLE OH)
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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