Unclaimed
Mark Black is a financial advisor with Cetera Investment Advisers LLC. Mark has been in the financial industry since August 1994 and is registered to provide investment advice in several states. He has a background in financial planning, portfolio management, and pension consulting. Mark is also a Certified Financial Planner. Mark has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. He is dedicated 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.
1
2
OH
11/12/2020 - Present
Cetera Investment Advisers LLC (CENTERVILLE OH)
OH
06/16/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CENTERVILLE OH)
OH
05/29/2009 - 06/28/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (CENTERVILLE OH)
OH
09/01/1994 - 06/02/2009
FSC SECURITIES CORPORATION (BEAVERCREEK OH)
BC
Issued 04/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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