Unclaimed
Mark Anthony Rojek is a financial advisor at Raymond James Financial Services Advisors, Inc. located in MASSILLON, OH. Mark Rojek is a registered investment advisor representative in Ohio and has been in the industry since 2007. Mark Anthony Rojek is also licensed as a registered representative. He offers a variety of financial services, including financial planning, investment management, portfolio management, and pension consulting. Mark Rojek has been affiliated with Raymond James Financial Services Advisors, Inc. since 2009. He previously worked for Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
08/21/2009 - Present
Raymond James Financial Services Advisors, Inc. (MASSILLON OH)
OH
06/01/2009 - 08/06/2009
MORGAN STANLEY SMITH BARNEY (CANTON OH)
OH
07/09/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CANTON OH)
BOTH
Issued 07/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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