Unclaimed
Mark Lapsevich is a financial advisor with over 20 years of experience in the industry. Mark is registered with Lincoln Investment and Capital Analysts and is licensed to offer securities and investment advisory services in Ohio. Mark has a broad range of experience in the financial services industry including working with individuals, high-net-worth clients, businesses, and pension plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/09/2017 - Present
Lincoln Investment (INDEPENDENCE OH)
MA
05/23/2002 - 09/12/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
OH
08/21/1999 - 03/08/2000
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
AZ
05/07/1992 - 07/16/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/10/1989 - 06/03/1989
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
08/20/1985 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
01/25/1985 - 08/20/1985
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
NA
06/28/1983 - 02/13/1985
IDS/AMERICAN EXPRESS INC.
NA
06/28/1983 - 02/12/1985
IDS MARKETING CORPORATION
BC
Issued 02/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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