Unclaimed
Mark Cryan is a financial advisor with Osaic Wealth, Inc. based in Williamsville, NY. Mark has been in the financial industry for over 28 years and is registered to provide financial advice in 18 states. Mark's areas of expertise include financial planning, pension consulting, and educational seminars. He is also a licensed insurance agent.
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
NY
09/01/2023 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLIAMSVILLE NY)
AZ
08/15/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
05/15/1996 - 08/21/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
03/24/1995 - 03/20/1997
FORUM CAPITAL MARKETS L.P. (OLD GREENWICH CT)
IA
Issued 07/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2001
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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