Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Weaver is a financial advisor with over 35 years of experience in the industry. Mark has a broad range of experience working with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Mark currently works at Osaic Wealth, Inc. Mark also works with Signature Equity Partners, LLC. Mark has extensive experience in financial planning, portfolio management, and insurance, helping individuals and families achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (BROADVIEW HEIGHTS OH)
OH
10/30/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (BROADVIEW HEIGHTS OH)
OH
10/12/2010 - 11/02/2015
WUNDERLICH SECURITIES, INC. (BEACHWOOD OH)
OH
03/13/2009 - 10/15/2010
RBC CAPITAL MARKETS CORPORATION (BEACHWOOD OH)
OH
09/26/2000 - 03/13/2009
FERRIS, BAKER WATTS, LLC (BEACHWOOD OH)
FL
06/16/1998 - 10/09/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
03/11/1997 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NJ
11/20/1985 - 03/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/04/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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