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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ruhe is an investment advisor representative with Potomac Fund Management. Mark has over 20 years of experience in the financial services industry and is registered in Ohio. Mark specializes in providing investment advice to individuals, corporations, and investment companies. Mark has worked for a number of firms throughout their career, including CUNA Brokerage Services, Inc., Cetera Investment Services LLC, and American Portfolios Financial Services, Inc. Mark holds Series 7 and Series 66 securities licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
OH
08/23/2023 - Present
Potomac Fund Management (Avon OH)
IA
02/08/2018 - 08/01/2023
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IN
01/19/2017 - 01/26/2018
CETERA INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
NY
02/19/2016 - 01/11/2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
FL
09/11/2015 - 11/25/2015
J.W. COLE FINANCIAL, INC. (TAMPA FL)
CA
08/15/2014 - 10/03/2014
ASSETMARK BROKERAGE, LLC (CONCORD CA)
VA
12/04/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
04/01/2008 - 11/20/2013
CAPITAL BROKERAGE CORPORATION (CHICAGO IL)
IL
11/19/2002 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (CHICAGO IL)
NY
01/18/2002 - 11/18/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
OH
08/04/1998 - 01/16/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
03/05/1998 - 04/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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