Unclaimed
Mark Laspisa is a financial advisor with Vermillion Financial Advisors, Inc.. Mark has been in the financial industry since 1986 and has experience in several areas, including financial planning, portfolio management, and pension consulting. Mark specializes in serving high-net-worth individuals, pension and profit sharing plans, and charitable organizations. Mark is a Certified Financial Planner and is registered to provide investment advice in the state of Illinois. Mark's previous experience includes roles at H. Beck, Inc., Multi-Financial Securities Corporation, Vestax Securities Corporation, and Keogler, Morgan & Company, Inc.
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
IL
09/20/1997 - Present
Vermillion Financial Advisors, Inc. (SOUTH BARRINGTON IL)
IL
08/11/2006 - 04/16/2010
H. BECK, INC. (SOUTH BARRINGTON IL)
IL
01/01/2004 - 08/15/2006
MULTI-FINANCIAL SECURITIES CORPORATION (SOUTH BARRINGTON IL)
OH
12/14/1993 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CO
07/03/1991 - 12/14/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
06/07/1988 - 07/09/1991
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
12/18/1986 - 08/25/1988
PRUCO SECURITIES CORPORATION
BC
Issued 01/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/22/1988
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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