Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vannatta is a financial professional with over 40 years of experience in the financial services industry. Mark is currently registered with Park Avenue Securities LLC and offers a range of financial services, including financial planning, portfolio management, and educational seminars. Mark is committed to providing personalized financial advice and guidance to help clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CA
01/04/2016 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
PA
07/08/2002 - 08/02/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
02/07/2002 - 06/20/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
09/16/1991 - 03/26/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
09/13/1989 - 06/03/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/03/1982 - 05/26/1989
MONY SECURITIES CORP.
NA
03/15/1982 - 05/26/1989
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Vannatta is the right advisor for you? Invested Better is here to help.
