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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 Jeffrey Baniewicz is a financial advisor with Corient. Mark has been in the industry for over 20 years and has a strong track record of success. Mark holds the Series 7 and Series 66 securities licenses and is also a Certified Financial Planner. Mark has a strong understanding of financial markets and investment strategies, and is committed to providing his clients with personalized financial advice that meets their individual needs. Mark's previous employment includes positions at International Assets Advisory, LLC, Alterna Capital Corp. and SMH Capital Inc. Mark has a broad range of experience and is well-equipped to help clients with their financial planning needs, including retirement planning, college savings, investment management, and estate planning.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
06/18/2024 - Present
Corient (Ft. Lauderdale FL)
FL
10/02/2009 - 11/11/2009
INTERNATIONAL ASSETS ADVISORY, LLC (FORT LAUDERDALE FL)
FL
12/20/2007 - 09/24/2009
ALTERNA CAPITAL CORP. (FT. LAUDERDALE FL)
FL
12/04/2007 - 12/11/2007
SMH CAPITAL INC. (BOCA RATON FL)
FL
06/16/2004 - 11/27/2007
ALTERNA CAPITAL CORP. (FT. LAUDERDALE FL)
BOTH
Issued 09/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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