Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kauffman Berwanger is a financial advisor currently registered with Investment Distributors, Inc. Mark has been in the industry since March 29, 2009. Mark is licensed to provide investment advice in 27 states. Mark also holds Series 6, 7, 26, and 63 licenses. Mark previously worked for Concourse Financial Group Securities, Inc. Mark is a skilled advisor with experience in both securities and investment advisory services.
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.
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.
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KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
OH
03/30/2009 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CLEVES OH)
BC
Issued 11/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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