Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Celusniak is a financial advisor currently registered with Schwab Wealth Advisory, Inc. in Lone Tree, CO. Mark has been in the financial services industry for over 16 years and has experience working with Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc.. Mark is a Certified Financial Planner™ and holds the Series 7 and Series 66 licenses. Mark is a registered investment advisor representative in Texas and Colorado.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
06/01/2009 - 06/13/2017
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
04/03/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
CO
04/30/2007 - 04/15/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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