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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 Richard Colgan is a financial advisor with over 28 years of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and has been associated with Commonwealth Financial Network since 2011. Mark's previous experience includes working with Ensemble Financial Services, Inc. and McDonald Investments Inc. Mark is registered as a Broker-Dealer and Investment Advisor in over 32 states and specializes in providing financial planning, portfolio management, and other investment-related services to a wide range of clients, including individuals, families, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2021 - Present
Commonwealth Financial Network (PITTSFORD NY)
NY
05/12/2004 - 04/25/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
OH
07/21/1999 - 05/21/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
05/18/1993 - 06/26/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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