Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kovacs is a financial advisor with Osaic Wealth, Inc. based in Uniontown, PA. Mark has been in the financial services industry since 1991. Mark holds the Series 6, 7, 63 and 65 licenses. Mark has experience working with high-net-worth individuals, corporations, and other businesses, as well as individuals, charitable organizations, and pension and profit sharing plans. Mark specializes in providing financial planning, portfolio management, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
PA
11/03/2023 - Present
Osaic Wealth, Inc. (UNIONTOWN PA)
PA
03/31/2022 - 11/03/2023
FSC SECURITIES CORPORATION (UNIONTOWN PA)
PA
09/09/2016 - 04/06/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Union Town PA)
PA
09/29/2009 - 09/13/2016
INVESTORS CAPITAL CORP. (UNIONTOWN PA)
PA
04/22/2008 - 10/27/2009
BPU INVESTMENT MANAGEMENT INC. (UNIONTOWN PA)
PA
08/02/1996 - 04/23/2008
NATCITY INVESTMENTS, INC. (UNIONTOWN PA)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/18/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
IN
03/06/1993 - 08/27/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/06/1993 - 08/27/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
04/04/1991 - 06/11/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/04/1991 - 06/11/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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