Unclaimed
Mark Cisz is a financial advisor at J.p. Morgan Securities LLC. Mark has been in the financial services industry since 2007. Mark is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Mark holds a Series 7, Series 24, Series 63, and Series 79 license. Prior to joining J.p. Morgan Securities LLC, Mark worked at J.P. MORGAN SECURITIES INC.. Mark specializes in investments, portfolio management, financial planning, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/11/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/01/2001 - 01/12/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/04/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 06/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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