Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Baniewicz is a financial advisor who has been working in the industry since 2015. He is registered with Avantax Advisory Services and holds Series 7, 63 and 66 licenses. Mark Baniewicz provides financial planning, investment management and pension consulting services to individuals and businesses. He also provides educational seminars. Mark Baniewicz's experience includes working with clients to help them achieve their investment goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/09/2022 - Present
Avantax Advisory Services (DALLAS TX)
BOTH
Issued 11/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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