Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Adam Speedy is a financial advisor with Osaic Wealth, Inc. located in Pittsburgh, PA. Mark has been in the financial services industry since 2010. He is a Certified Financial Planner™ professional with over 13 years of experience providing financial advice to individuals, families, and businesses. Mark specializes in helping clients develop and implement personalized financial plans that address their unique goals and objectives. He provides a variety of financial services, including investment management, retirement planning, college savings, and estate planning. Mark is committed to providing his clients with the highest level of service and expertise. Mark is also a registered representative of Sagepoint Financial, Inc. and Osaic Wealth, Inc.
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.
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2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (PITTSBURGH PA)
PA
10/21/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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