Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark John Posey is a financial advisor currently registered with Fifth Third Securities, Inc.. Mark is a financial advisor with more than 20 years of experience in the industry. Previously, Mark has worked with firms including: INFINEX INVESTMENTS, INC., GREAT AMERICAN ADVISORS, INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, and WADDELL & REED, INC.. Mark's expertise includes working with individuals, corporations, pension and profit sharing plans, charitable organizations and pooled investment vehicles. Mark is licensed to provide financial advice in 20 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/02/2016 - Present
Fifth Third Securities, Inc. (WESTERVILLE OH)
OH
08/05/2008 - 07/21/2016
INFINEX INVESTMENTS, INC. (WESTERVILLE OH)
OH
10/31/2007 - 08/06/2008
GREAT AMERICAN ADVISORS, INC. (WESTERVILLE OH)
OH
07/06/2005 - 11/06/2007
CHASE INVESTMENT SERVICES CORP. (WESTERVILLE OH)
IL
12/11/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
KS
03/27/2002 - 11/13/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 5/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 3/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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