Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Haimerl is a financial professional with over 14 years of experience in the industry. Mark is currently registered as a Registered Representative with Ameritas Advisory Services, LLC. Mark's previous experience includes roles at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER and LEGEND EQUITIES CORPORATION. Mark holds the Series 6 and SIE licenses. Mark is located in Perrysburg, Ohio and has a branch office in Columbus, Ohio. Mark's specializations include providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (PERRYSBURG OH)
OH
08/14/2014 - 03/01/2019
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DUBLIN OH)
OH
03/10/2008 - 08/15/2014
LEGEND EQUITIES CORPORATION (COLUMBUS OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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