Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Hebeka is a financial advisor with O'Shaughnessy Asset Management, LLC, a registered investment advisor firm. Mark has been in the industry since 2001. Mark specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He is a Chartered Financial Analyst and has passed Series 4, 7, 24, 31, and 66 exams. Mark is registered with the state of Connecticut.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
04/10/2023 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
NY
07/07/2021 - 04/03/2023
FRANKLIN DISTRIBUTORS, LLC (New York NY)
NY
11/02/2016 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
11/01/2016 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (NEW YORK NY)
NY
04/30/2014 - 10/31/2016
AMERICAN CENTURY INVESTMENT SERVICES INC. (NEW YORK NY)
NY
03/14/2007 - 11/21/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/02/2001 - 06/29/2004
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
NY
04/16/1999 - 09/13/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 10/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/27/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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