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 Strynar is a financial advisor with over 35 years of experience in the financial industry. Mark is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since 2014. Mark has held previous positions with Morgan Stanley, UBS Financial Services Inc., and Gibraltar Securities Co. Mark holds a Series 7, Series 31, Series 52, and Series 53 license, and has also passed the Series 63 and Series 65 exams. Mark is a member of the South Walton Montessori Academy Advisory Board and the Boulder Jewish Community Center Finance Committee. Mark provides portfolio management for individuals and businesses and also offers financial planning, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CO
01/14/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOULDER CO)
FL
06/01/2009 - 01/16/2014
MORGAN STANLEY (DESTIN FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DESTIN FL)
FL
01/13/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DESTIN FL)
NJ
04/09/1998 - 02/06/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
05/25/1988 - 05/01/1998
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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