Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vernick has been in the financial services industry since 1993 and is a Certified Financial Planner®. Mark is a registered representative with Cadaret, Grant & CO., Inc. and offers financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans. Mark specializes in providing financial guidance to high-net-worth individuals and families. Mark's extensive experience and expertise enable him to provide personalized financial advice that meets the unique needs of each client. In addition to his role as a financial advisor, Mark is also a licensed insurance agent.
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.
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2
FL
01/17/2003 - Present
Cadaret, Grant & CO., Inc. (SEMINOLE FL)
KS
02/25/1993 - 12/31/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 09/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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