Unclaimed
Mark Stoneburner is a financial advisor with Commonwealth Financial Network, located in Dublin, Ohio. Mark has been in the financial services industry since 1994. Commonwealth Financial Network is a registered investment advisor headquartered in Waltham, Massachusetts. Commonwealth Financial Network provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions.
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.
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
OH
01/24/2008 - Present
Commonwealth Financial Network (DUBLIN OH)
OH
08/03/1998 - 02/04/2008
MML INVESTORS SERVICES, INC. (DUBLIN OH)
IN
04/20/1998 - 07/22/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/20/1998 - 07/22/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
11/22/1994 - 04/27/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 02/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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