Unclaimed
Mark Alan Landskroner is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with J.P. Morgan Securities LLC. Mark has previously worked with Citizens Securities, Inc. and Chase Investment Services Corp. Mark holds Series 6, 63, and 65 licenses and the SIE exam. Mark is currently registered in 12 states, including California, Delaware, Florida, Minnesota, Missouri, Montana, New York, Ohio, Texas, Vermont, and Wyoming. Mark specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and insurance companies. Mark offers a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
02/08/2019 - Present
J.p. Morgan Securities LLC (AKRON OH)
OH
02/06/2017 - 01/18/2019
CITIZENS SECURITIES, INC. (FAIRLAWN OH)
OH
10/01/2012 - 01/18/2017
J.P. MORGAN SECURITIES LLC (AKRON OH)
OH
06/04/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
OH
07/06/2005 - 07/25/2007
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
IL
12/03/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/26/1999 - 01/28/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/8/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/2/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Landskroner is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.