Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mannix is an Investment Advisor Representative with Cooperative Funeral Fund Inc. Mark is registered with the state of Connecticut and Massachusetts. Mark has passed the Series 7 and Series 65 exams. Mark has been in the industry since 1990.
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.
Personalized portfolio management to meet individual financial objectives.
Funeral and cemetery trust management
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.
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CT
04/14/1994 - Present
Cooperative Funeral Fund Inc. (MADISON CT)
IA
Issued 02/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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