Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Clair is a financial advisor who has been in the industry since 1991. Mark currently works at The Retirement Guys Formula and Blackridge Asset Management, LLC, both of which are based in Sylvania, Ohio. Mark has experience with a wide range of clients and specializes in providing retirement planning and insurance advice. Mark is also a board member of Peak Brokerage Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Share in the fee paid to third party advisers
1
2
OH
09/27/2017 - Present
THE Retirement Guys Formula (Sylvania OH)
OH
03/06/2002 - 09/02/2015
NEXT FINANCIAL GROUP, INC. (MAUMEE OH)
OK
12/17/1999 - 04/05/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
GA
08/08/1994 - 01/19/2000
WMA SECURITIES, INC. (DULUTH GA)
FL
06/21/1993 - 12/31/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NY
08/29/1991 - 06/02/1992
MONY SECURITIES CORP. (NEW YORK NY)
MA
12/18/1989 - 05/10/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/18/1989 - 05/10/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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