Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jerome McEvily is a financial advisor currently registered with Jessup Wealth Management. Mark has been in the industry for 7 years. He has a Series 66, SIE and Series 7 licenses and is registered in Ohio. Mark's specializations are in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
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.
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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OH
01/05/2023 - Present
Jessup Wealth Management (DAYTON OH)
OH
02/29/2016 - 08/31/2018
COMMONWEALTH FINANCIAL NETWORK (DAYTON OH)
BOTH
Issued 08/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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