Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark L Driscoll is a financial professional with over 25 years of experience in the financial services industry. Mark is currently registered with Next Financial Group, Inc. in Louisiana, Ohio, and Texas. Mark has held previous registrations with a number of firms including AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Allstate Financial Services, LLC, Quick & Reilly, Inc., Morgan Stanley DW Inc., and Prudential Securities Incorporated. Mark provides financial planning services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Mark also offers investment advisory services through Wildcat Wealth Management. Mark is a Series 7, Series 10, Series 9, Series 24, Series 63, and Series 65 licensed professional. Mark is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar/workshop attendance fees
1
2
OH
02/09/2017 - Present
Next Financial Group, Inc. (NORTH RIDGEVILLE OH)
OH
10/31/2005 - 01/05/2009
AIG FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
AZ
01/26/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NE
09/16/2003 - 02/02/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
01/03/2002 - 09/30/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
12/04/1998 - 01/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/11/1997 - 12/08/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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