Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Julius Potocsny is a financial advisor with International Assets Investment Management, LLC. Mark has been in the financial services industry since 1996. Mark is a licensed investment advisor representative in Connecticut. Mark has also previously held licenses with Morgan Stanley and Wells Fargo Advisors. Mark holds the Series 3, Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
08/17/2021 - Present
International Assets Investment Management, LLC (CHESHIRE CT)
CT
05/09/2014 - 05/14/2021
MORGAN STANLEY (MADISON CT)
CT
01/01/2008 - 05/13/2014
WELLS FARGO ADVISORS, LLC (NEW HAVEN CT)
CT
04/15/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HAMDEN CT)
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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