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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Potosky is a registered investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc.. Mark has been in the industry since 2009. Mark holds the Series 66, SIE and Series 7 licenses. Mark also holds registrations for a number of states including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia, and Wisconsin. Mark has been with Merrill Lynch since 2015, and previously worked for THE HUNTINGTON INVESTMENT COMPANY and PNC INVESTMENTS. Mark's specialties include offering financial planning services, securities recommendations, and providing portfolio management for both individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
04/08/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHAGRIN FALLS OH)
OH
07/14/2011 - 04/02/2015
THE HUNTINGTON INVESTMENT COMPANY (CHESTERLAND OH)
OH
03/03/2011 - 07/12/2011
PNC INVESTMENTS (CLEVELAND OH)
OH
11/06/2008 - 01/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENTOR OH)
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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