Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Bucciere is an investment advisor representative at PlanMember Securities Corp. based in Westerville, Ohio. Mark has been in the financial industry since May 1995 and holds multiple licenses and registrations, including Series 7, 24, 63, and 65. Mark has previously worked with PNC Funds Distributor LLC, LPL Financial Corporation, IFMG Securities, Inc., BANC ONE Securities Corporation, Legend Equities Corporation, Legend Investment Management, Inc., Smith Barney Inc., Lehman Brothers Inc., National City Investments Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Provides investment supervisory services
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
03/22/2021 - Present
Planmember Securities Corp. (Westerville OH)
OH
05/17/2010 - 12/05/2019
PNC FUNDS DISTRIBUTOR, LLC (Richfield OH)
MI
06/16/2008 - 04/14/2010
LPL FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
MI
02/14/2006 - 07/31/2006
IFMG SECURITIES, INC. (FLINT MI)
IL
07/11/1999 - 01/27/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
09/20/1995 - 07/28/1999
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
02/08/1997 - 07/09/1999
LEGEND INVESTMENT MANAGEMENT INC. (PALM BEACH GARDENS FL)
NY
07/31/1993 - 07/10/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
06/01/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/12/1990 - 06/10/1992
NATIONAL CITY INVESTMENTS CORPORATION
NY
10/25/1989 - 12/04/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/18/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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