Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ulicny is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Prime Capital Financial and has previously worked at Mercer Allied Company, L.P., Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, Girard Securities, Inc., and New England Securities. Mark is also a Certified Financial Planner.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
09/29/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
MD
09/08/2022 - 10/27/2023
MERCER ALLIED COMPANY, L.P. (BETHESDA MD)
MD
09/02/2020 - 10/27/2023
GOLDMAN SACHS & CO. LLC (BETHESDA MD)
MD
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (BETHESDA MD)
MD
01/03/2013 - 11/01/2017
GIRARD SECURITIES, INC. (BETHESDA MD)
MD
08/27/2001 - 01/03/2013
NEW ENGLAND SECURITIES (BETHESDA MD)
BC
Issued 10/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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