Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lezanic is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in WAYNE, Pennsylvania. Mark has been in the financial services industry since 1999 and has a wide range of experience in investment advising. Mark holds the Series 7, Series 31, Series 63, Series 65 and Series 66 licenses. Mark has been registered with Merrill Lynch since 2008 and previously worked at CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY DW INC., MORGAN STANLEY & CO., INCORPORATED, INVESTORS SECURITY COMPANY, INC. and DEAN WITTER REYNOLDS INC. Mark has extensive experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Mark is committed to providing personalized financial advice and investment strategies to meet the unique needs of each client.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/10/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE PA)
DE
08/11/2003 - 07/02/2008
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)
NY
12/18/2000 - 08/12/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/22/2001 - 03/15/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
VA
04/25/1996 - 11/08/1996
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NY
08/25/1993 - 05/16/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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