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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Phillip Pinzone is a registered investment advisor representative at L.m. Kohn & Co. Mark Phillip Pinzone has been in the securities industry since September 27, 1993 and has been registered with the state of Ohio since October 16, 2015. Mark Phillip Pinzone specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Mark Phillip Pinzone has also been a teacher at Brunswick City Schools in Brunswick, Ohio since December 1996. Mark Phillip Pinzone is a registered representative with FINRA and holds Series 6, 7, 63, and 65 licenses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Flat commission/execution fee
1
2
OH
10/16/2015 - Present
L.m. Kohn & Co. (NORTH ROYALTON OH)
OH
01/23/2001 - 11/05/2015
PRIMESOLUTIONS SECURITIES, INC. (STRONGSVILLE OH)
OH
03/19/1997 - 12/31/2000
NEXT ADVISORS INC. (GARFIELD HEIGHTS OH)
NY
08/02/1996 - 03/20/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NJ
07/28/1992 - 06/23/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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