Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gus McKimmins is a financial advisor with Grove Point Advisors, LLC. Mark has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. Mark is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Mark specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, 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.
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.
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2
OH
12/20/2023 - Present
Grove Point Advisors, LLC (Utica OH)
OH
09/02/2003 - 12/31/2009
FSC SECURITIES CORPORATION (WORTHINGTON OH)
FL
11/22/2002 - 09/23/2003
INVESTACORP, INC. (MIAMI FL)
CA
03/15/2001 - 12/04/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
06/12/1998 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
BC
Issued 08/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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