Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Melnychuk is an investment advisor representative at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, Illinois. Mark has been in the industry since 1992, and holds Series 6, 7, 63, and 65 licenses. Mark has experience working with clients of all types, including individuals, high-net-worth individuals, corporations, businesses, non-profits, charitable organizations, endowments, foundations, pension plans, and governmental entities. Mark provides financial planning, portfolio management and selection of other advisors. Mark is also a volunteer on the Crescent Cove Finance Committee and serves as Vice-President of the Circle Lake Homeowner's Association Board of Directors.
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.
See schedule d misc. for explanation
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.
1
2
IL
04/28/2022 - Present
Gallagher Fiduciary Advisors, LLC (Rolling Meadows IL)
MN
06/04/2013 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (BLOOMINGTON MN)
MN
05/10/2007 - 05/24/2013
WELLS FARGO ADVISORS, LLC (WAYZATA MN)
MN
07/20/2006 - 05/08/2007
NFP SECURITIES, INC. (MINNETONKA MN)
MN
09/16/1998 - 06/12/2006
SII INVESTMENTS, INC. (MINNEAPOLIS MN)
NY
07/25/1995 - 09/16/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
11/24/1992 - 12/31/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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