Unclaimed
Mark Sherno is a financial advisor with Osaic Wealth, Inc. Mark has been in the industry since 1984 and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Mark is registered to provide investment advice in multiple states. Mark has experience 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.
1
2
VA
01/24/2025 - Present
Osaic Wealth, Inc. (VIENNA VA)
VA
10/07/2002 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (VIENNA VA)
PA
10/31/1984 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 05/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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