Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Josaitis is a financial advisor with LPL Financial LLC, located in Edgewood, KY. Mark has been in the industry since 2011. Prior to joining LPL Financial LLC, Mark worked at J.P. Morgan Securities LLC and Fifth Third Securities, Inc.. Mark holds a Series 66, Series 7 and SIE licenses. Mark's areas of specialization include investment advisory services, portfolio management for individuals and businesses, financial planning, and consulting. Mark is a Chartered Financial Consultant and also operates a DBA for LPL business, Barnwood Capital Management Ltd..
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KY
04/04/2022 - Present
LPL Financial LLC (EDGEWOOD KY)
KY
09/11/2015 - 04/01/2022
J.P. MORGAN SECURITIES LLC (FLORENCE KY)
OH
11/28/2014 - 09/14/2015
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
12/22/2011 - 11/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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