Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gerard Kosanke is a Registered Representative and Investment Advisor Representative with over 28 years of experience in the financial services industry. Mark is currently affiliated with Concorde Asset Management, LLC, where he provides financial planning, investment advice, and asset management services to individuals, families, and businesses. Mark holds Series 7, 24, 63 and 65 licenses, as well as a SIE. Mark is registered to offer investment advisory services in 24 states.
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.
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.
Promoter fees from other advisors
1
2
MI
10/25/2023 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
MI
07/05/2006 - 08/12/2010
PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)
MI
01/19/2000 - 07/10/2006
QUESTAR CAPITAL CORPORATION (TROY MI)
OH
07/07/1994 - 01/19/2000
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
FL
03/10/1994 - 07/20/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 04/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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