Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robert Kaskey is an investment advisor representative registered with Wedbush Securities Inc. Mark has been in the industry since 1987 and has experience with a variety of firms, including Stifel, Nicolaus & Company, Incorporated, Janney Montgomery Scott LLC, and H&R Block Financial Advisors, Inc. Mark specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
1
2
CA
09/17/2024 - Present
Wedbush Securities Inc. (SACRAMENTO CA)
PA
08/09/2013 - 02/28/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
PA
08/29/2008 - 08/12/2013
JANNEY MONTGOMERY SCOTT LLC (BERWYN PA)
PA
06/26/1987 - 09/02/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (RADNOR PA)
IA
Issued 10/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/24/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/07/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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