Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wilcox is a financial advisor with over 20 years of experience in the financial services industry. Mark is a Certified Financial Planner™ professional and has a strong background in providing comprehensive financial planning services, including retirement planning, investment management, and insurance. Mark is currently registered with Commonwealth Financial Network, a Registered Investment Advisor (RIA) with over 3,300 investment advisor representatives nationwide. He is also a Registered Representative of Commonwealth Financial Network. Prior to joining Commonwealth Financial Network, Mark worked with LPL Financial LLC, Ameriprise Financial Services, Inc., Signator Investors, Inc., and other firms. Mark has a wide range of experience in various aspects of the financial services industry, including brokerage, insurance, and investment advisory. He is committed to providing personalized financial advice and guidance 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
03/08/2022 - Present
Commonwealth Financial Network (Hudson OH)
OH
07/16/2013 - 03/28/2022
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
03/26/2010 - 07/25/2013
AMERIPRISE FINANCIAL SERVICES, INC. (INDEPENDENCE OH)
OH
08/03/2009 - 03/29/2010
SIGNATOR INVESTORS, INC. (STOW OH)
OH
12/02/2008 - 08/04/2009
PURSHE KAPLAN STERLING INVESTMENTS (HUDSON OH)
OH
03/08/2007 - 10/28/2008
VALMARK SECURITIES, INC. (AKRON OH)
NY
04/02/2004 - 07/26/2006
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IN
07/12/2001 - 01/15/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/12/2001 - 01/15/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/29/2000 - 07/10/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MO
01/02/2000 - 08/15/2000
EDWARD JONES (ST. LOUIS MO)
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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