Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Loduca is a financial advisor in Birmingham, MI, with over 25 years of experience in the industry. Mark is currently registered with Citizens Securities, Inc. and holds Series 6, 7, 63, and 65 licenses. Mark has a variety of experience, working with clients from large corporations to individuals. Mark specializes in providing financial planning, portfolio management for individuals, and participates in a wrap fee program.
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.
Personalized portfolio management to meet individual financial objectives.
Participate in 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.
1
2
MI
10/20/2022 - Present
Citizens Securities, Inc. (DETROIT MI)
OH
06/26/2018 - 01/14/2020
PRUCO SECURITIES, LLC. (MAUMEE OH)
MI
01/14/2009 - 07/27/2018
PROEQUITIES, INC. (BIRMINGHAM MI)
MI
06/03/2008 - 11/20/2008
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
MI
10/09/2006 - 05/30/2008
ALLSTATE FINANCIAL SERVICES, LLC (WARREN MI)
MA
12/02/2005 - 10/18/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/02/2005 - 10/18/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/23/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MI
11/14/2003 - 07/27/2004
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NJ
08/21/1996 - 11/17/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 07/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Loduca is the right advisor for you? Invested Better is here to help.
