Unclaimed
Mark Edward Sloan is a financial advisor at Fifth Third Securities, Inc. in Livonia, Michigan. Mark has been working in the financial services industry since December 2, 2000, and has been registered with Fifth Third Securities since February 8, 2010. Prior to working with Fifth Third, Mark worked at NatCity Investments, Inc. and Comerica Securities. Mark is a Certified Financial Planner and has experience working with a wide range of clients, including individuals, high net worth individuals, corporations, and pension plans. Mark is registered with the state of Michigan as an investment advisor representative.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MI
02/08/2010 - Present
Fifth Third Securities, Inc. (LIVONIA MI)
MI
03/12/2003 - 10/02/2006
NATCITY INVESTMENTS, INC. (HAMTRAMCK MI)
MI
11/22/2000 - 03/11/2003
COMERICA SECURITIES (DETROIT MI)
IA
Issued 05/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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