Unclaimed
Mark Kovachick is a financial professional with over 15 years of experience in the industry. Mark is currently registered with Key Investment Services LLC and Keybanc Capital Markets Inc.. Mark has worked for several other firms including Capital Analysts, Incorporated and NatCity Investments, Inc.. Mark holds the Series 27, Series 99TO and SIE licenses and is registered to provide financial services in Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OH
07/01/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
05/27/2009 - 11/14/2011
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
OH
11/29/2007 - 05/29/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BC
Issued 11/28/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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