Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Douglas Mensack is an investment advisor representative with Osaic Wealth, Inc., a financial services firm headquartered in Scottsdale, Arizona. Mark has been in the financial services industry since September 6, 1995, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Mark has a diverse background, having previously worked with Securities America, Inc., Securities Service Network, LLC, FSC Securities Corporation, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Janney Montgomery Scott LLC, Legg Mason Wood Walker, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds several licenses and designations, including Series 7, Series 63, and Series 65, and is a certified financial planner (CFP). Mark specializes in providing financial planning, investment advisory, and retirement income planning services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through personalized advice and strategies.
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.
1
2
DE
06/14/2024 - Present
Osaic Wealth, Inc. (REHOBOTH BEACH DE)
DE
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (REHOBOTH BEACH DE)
PA
07/11/2018 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Malvern PA)
NJ
08/01/2014 - 07/16/2018
FSC SECURITIES CORPORATION (MARLTON NJ)
NJ
06/01/2009 - 11/12/2009
MORGAN STANLEY SMITH BARNEY (MT. LAUREL NJ)
NJ
08/29/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MT. LAUREL NJ)
NJ
07/29/2003 - 09/10/2008
JANNEY MONTGOMERY SCOTT LLC (MARLTON NJ)
MD
01/08/1999 - 08/07/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/07/1995 - 01/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/28/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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