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 Niederhelman is a registered investment advisor representative at Lineweaver Wealth Advisors, LLC. Mark has been in the financial services industry since 2003 and is a Series 6, Series 7 and Series 63 license holder. Mark is also a registered investment advisor representative in Florida and Ohio. Mark is committed to providing personalized financial advice to help clients reach their financial goals. Mark's experience and knowledge allow him to offer a wide range of services including investment management, financial planning, and retirement planning.
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.
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.
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2
OH
02/04/2015 - Present
Lineweaver Wealth Advisors (VALLEY VIEW OH)
OH
02/05/2015 - 08/19/2024
TRIAD ADVISORS LLC (Valley View OH)
OH
09/29/2005 - 02/05/2015
SIGMA FINANCIAL CORPORATION (VALLEY VIEW OH)
CA
07/19/2004 - 10/04/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 06/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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