Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Raymond Vida is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Osaic Institutions, Inc. and has previously worked with several other firms including COMMONWEALTH FINANCIAL NETWORK, INFINEX INVESTMENTS, INC., CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Mark's expertise includes financial planning, portfolio management, and pension consulting. Mark offers a variety of services to individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
01/07/2019 - Present
Osaic Institutions, Inc. (Fairfield CT)
CT
01/02/2018 - 01/02/2019
COMMONWEALTH FINANCIAL NETWORK (Shelton CT)
CT
08/13/2008 - 11/27/2017
INFINEX INVESTMENTS, INC. (FAIRFIELD CT)
CT
05/29/2007 - 08/06/2008
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
CT
08/30/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (WESTPORT CT)
CT
04/28/1997 - 08/17/2006
CHASE INVESTMENT SERVICES CORP. (TRUMBULL CT)
MA
02/23/1987 - 07/01/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/23/1987 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IN
05/10/1994 - 06/07/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/10/1994 - 06/07/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Vida is the right advisor for you? Invested Better is here to help.
