Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ledonne is a financial advisor with UBS Financial Services Inc. Mark has been working in the financial industry since 2008. Mark is registered with the following states: Arkansas, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Mark has passed the Series 63, Series 66, Series 7, and SIE exams. Mark is also licensed to provide investment advice in Ohio and Texas. Mark has experience with a wide range of client types, including individuals, corporations, charitable organizations, and pension plans. Mark's firm is UBS Financial Services Inc., which has over $50 billion in assets under management. The firm provides a variety of services, including financial planning, investment management, and retirement planning.
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.
See schedule d - miscellaneous
1
2
OH
11/25/2015 - Present
UBS Financial Services Inc. (CINCINNATI OH)
OH
06/06/2008 - 11/27/2015
WELLS FARGO ADVISORS, LLC (CINCINNATI OH)
KY
03/31/2008 - 05/19/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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