Unclaimed
Mark Anthony Ventura is a financial advisor at Stratos Wealth Partners, Ltd. Mark Ventura has over 7 years of experience in the financial services industry. Mark Ventura is registered with the state of Ohio. Mark Ventura is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (Series 7 and 66). Mark Ventura has passed the Securities Industry Essentials Examination (SIE). Mark Ventura is a financial advisor who helps clients with financial planning, portfolio management, and retirement planning. Mark Ventura is a member of the Stratos Wealth Partners, Ltd. team, which provides a wide range of financial services to individuals, families, and businesses. Mark Ventura has a strong commitment to providing personalized financial advice to help clients achieve their financial 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.
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.
Percentage of assets under management with third party managers
1
2
OH
10/05/2023 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
OH
11/01/2018 - 10/06/2023
MORGAN STANLEY (Pepper Pike OH)
OH
04/13/2018 - 11/01/2018
PNC INVESTMENTS (CLEVELAND OH)
OH
02/23/2016 - 03/22/2018
CHARLES SCHWAB & CO., INC. (Richfield OH)
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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