Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Kinney is an Investment Advisor Representative for Virtue Capital Management, LLC based in Brentwood, TN. Mark is licensed to offer investment advice in Massachusetts. Mark has worked in the financial industry for over 30 years, holding previous positions at Lincoln Investment, Great American Advisors, Inc., PMG Securities Corporation, Commonwealth Financial Network, and Fisco Equity, Inc. Mark Kinney holds Series 7 and Series 63 licenses and the SIE exam. Mark is also a Certified Financial Planner. Mark is a partner in Kinney Wealth Inc. based in Wakefield, MA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TN
12/24/2019 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
MA
08/02/2010 - 11/03/2014
LINCOLN INVESTMENT (LEE MA)
MA
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (LEE MA)
IL
01/02/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
MA
06/11/1999 - 12/31/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
RI
02/16/1994 - 07/22/1999
FISCO EQUITY, INC. (LINCOLN RI)
NJ
08/01/1989 - 02/03/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/01/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
02/23/1988 - 01/14/1989
DOUGHERTY, DAWKINS, STRAND & YOST INCORPORATED
BC
Issued 02/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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