Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Seward is a financial advisor with over 20 years of experience in the industry. Mark has a Series 7 and Series 66 license and holds a SIE certification. Mark is currently registered with Cetera Investment Advisers LLC in Ohio. Mark has previously worked for AXA Advisors, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Mark specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Mark offers a variety of services, including fixed fees, hourly charges and a percentage of assets.
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 08/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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