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 Seward is a financial advisor with Cetera Investment Advisers LLC. Mark has been in the financial services industry since 1992 and has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Mark is registered with the state of Ohio as an Investment Advisor Representative and also holds Series 7 and Series 66 securities licenses. Mark is committed to providing his clients with the highest quality financial advice and services.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (BATH OH)
NY
07/08/2004 - 12/20/2005
AXA ADVISORS, LLC (NEW YORK NY)
NA
03/18/1992 - 04/23/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/18/1992 - 04/23/1992
IDS LIFE INSURANCE COMPANY
BOTH
Issued 8/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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