Unclaimed
Mark Myron Harwanko is a financial advisor at Osaic Wealth, Inc. Mark has been in the financial industry since 1984. He has a wide range of experience in the industry and holds several licenses and certifications. Mark offers a variety of services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Mark works with a variety of clients, including individuals, families, businesses, and institutions.
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
NJ
11/25/2024 - Present
Osaic Wealth, Inc. (Chester NJ)
NJ
10/05/2009 - 09/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BEDMINSTER NJ)
NJ
06/09/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BEDMINSTER NJ)
NJ
02/24/1984 - 06/09/2006
JANNEY MONTGOMERY SCOTT LLC (BEDMINSTER NJ)
IA
Issued 05/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/30/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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