Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Louis Glass is a financial advisor with over 15 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc. and holds licenses in a number of states. He is a dedicated professional who provides financial services and investment management to individuals, businesses, and retirement plans. Mark's experience and expertise allows him to offer a comprehensive range of financial planning and investment 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.
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.
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2
KS
09/04/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
05/02/2017 - 03/07/2024
CETERA ADVISORS LLC (OVERLAND PARK KS)
KS
01/27/2016 - 05/03/2017
VOYA FINANCIAL ADVISORS, INC. (LAWRENCE KS)
OH
02/01/2011 - 11/23/2015
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
PA
05/30/2008 - 12/01/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 12/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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