Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Havanec is a financial advisor with over 40 years of experience in the financial services industry. Mark is currently registered with Cetera Investment Advisers LLC in Ohio and Texas. Mark is a Chartered Financial Consultant and has held registrations with several other firms throughout his career, including Vestax Securities Corporation, Mutual Benefit Financial Service Company, First Securities Corporation of Columbus, and First Investors Corporation. Mark has a broad range of experience in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Mark has also been actively involved in the community, serving as a volunteer for several non-profit organizations.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTERVILLE OH)
OH
02/14/1991 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
02/25/1985 - 05/07/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
01/23/1991 - 02/14/1991
VESTAX SECURITIES CORPORATION
NA
02/19/1983 - 02/21/1985
FIRST SECURITIES CORPORATION OF COLUMBUS
NA
03/30/1982 - 04/06/1983
FIRST INVESTORS CORPORATION
BC
Issued 5/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 3/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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