Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Maas is an active financial advisor with over 37 years of experience in the industry. Mark is currently registered with SPC, a firm with a strong presence in Ohio and Michigan. Mark has a diverse background, having worked with firms like Workman Securities Corporation, World Group Securities, Inc., Princor Financial Services Corporation, and Donahue Securities, Inc. Mark's expertise encompasses various aspects of financial planning, including retirement planning, insurance, and investments. Mark is committed to providing personalized financial solutions to individuals, families, 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.
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.
Consultation services
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.
Seminar attendance fees
1
2
OH
08/22/2011 - Present
SPC (FINDLAY OH)
OH
09/14/2009 - 08/19/2011
WORKMAN SECURITIES CORPORATION (FINDLAY OH)
OH
02/27/2009 - 09/15/2009
WORLD GROUP SECURITIES, INC. (CINCINNATI OH)
OH
04/09/2001 - 02/23/2009
PRINCOR FINANCIAL SERVICES CORPORATION (FINDLAY OH)
OH
06/12/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
GA
06/06/1994 - 06/26/2000
WMA SECURITIES, INC. (DULUTH GA)
FL
06/03/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
10/18/1991 - 06/10/1993
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
02/04/1985 - 09/20/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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