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Mark Tichar is a financial advisor with over 20 years of experience in the industry. Mark is a registered representative with Osaic Wealth, Inc. and Arbor Point Advisors. Mark has worked with both corporations and individuals on their investment needs. Mark is currently registered with the state of Ohio. Mark also holds Series 7, Series 31, and Series 63 licenses and has passed the SIE exam. Mark is committed to providing his clients with personalized financial advice. Mark focuses on helping clients reach their financial goals through customized financial plans.
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
06/14/2024 - Present
Osaic Wealth, Inc. (MAYFIELD HTS OH)
OH
08/16/2005 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
IN
10/25/2000 - 08/16/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/25/2000 - 08/16/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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