Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ronsini is a financial professional with over 30 years of experience in the financial services industry. Mark is currently registered with Lincoln Investment and Capital Analysts in Georgia. Mark has held previous positions with Lucia Securities, LLC, First Allied Securities, Inc., Crown Capital Securities, L.P., Titan/Value Equities Group, Inc., Sun Investment Services Company, MML Investors Services, Inc., and Southmark Financial Services, Inc. Mark is a Series 6, 7, 63 and 65 licensed professional and holds a Series SIE license. Mark works with individuals, businesses, charitable organizations, and retirement plans. Mark specializes in financial planning, portfolio management for individuals and businesses, and the 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.
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
CA
01/22/2013 - Present
Lincoln Investment (WOODLAND HILLS CA)
CA
09/09/2011 - 11/19/2012
LUCIA SECURITIES, LLC (WALNUT CREEK CA)
CA
01/02/2008 - 12/05/2011
FIRST ALLIED SECURITIES, INC. (WALNUT CREEK CA)
CA
07/19/1999 - 12/31/2007
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
MA
03/31/1999 - 07/15/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
08/17/1993 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MA
04/19/1989 - 08/02/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
08/22/1988 - 03/14/1989
MML INVESTORS SERVICES, INC.
NA
04/24/1987 - 08/30/1988
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 09/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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