Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Bock is a financial advisor with over 27 years of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®. Mark is registered with Hantz Financial Services, Inc. Mark has worked with a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and trusts. Mark is also experienced in providing financial planning, portfolio management, and investment advice.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
08/09/1999 - Present
Hantz Financial Services, Inc. (INDEPENDENCE OH)
OH
12/11/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
02/05/1997 - 12/16/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
06/30/1995 - 01/14/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/30/1995 - 01/14/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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