Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Guenard is a financial advisor associated with Steward Partners Investment Advisory, LLC. Mark has been in the industry since 2000. Mark has been registered with the Securities and Exchange Commission (SEC) since 2017 and has licenses in several states, including Ohio, Texas, and Virginia. Mark's specialties include financial planning, pension consulting, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
OH
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (COLUMBUS OH)
OH
07/25/2022 - 07/10/2023
LINCOLN DOUGLAS INVESTMENTS, LLC (DELAWARE OH)
MA
01/10/2017 - 06/23/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
CO
01/02/2015 - 01/10/2017
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
04/15/2014 - 12/31/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
NE
01/09/2013 - 04/01/2014
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
05/01/2010 - 09/04/2012
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/30/1999 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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