Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Nagy is a registered Investment Advisor Representative with Gradient Advisors, LLC, based in Celina, OH. Mark is an experienced financial professional with a strong background in investment advisory and insurance, having been in the industry since 1993. Mark has a wide range of experience working with individuals, businesses and institutions, including high net worth individuals, corporations, and pension and profit sharing plans.
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.
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.
Referral fees
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2
OH
12/22/2023 - Present
Gradient Advisors, LLC (Celina OH)
OH
06/14/2000 - 11/11/2016
THE TAVENNER COMPANY (SPRINGFIELD OH)
FL
04/13/1999 - 05/02/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AL
07/21/1997 - 04/05/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
OH
01/30/1997 - 08/01/1997
LITTLETON SECURITIES COMPANY (SPRINGFIELD OH)
MA
08/27/1996 - 01/08/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/27/1996 - 01/08/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MI
03/08/1995 - 08/01/1996
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MN
04/21/1994 - 02/07/1995
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
MA
03/29/1993 - 04/15/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/29/1993 - 04/15/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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