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 Cetera Investment Advisers LLC. He has over 40 years of experience in the financial services industry, beginning his career in 1982. Mark holds Series 6, 7, 24, and 63 licenses and is a Chartered Financial Consultant. He is currently registered to provide investment advisory services in Ohio and Texas and is also registered as a broker-dealer in 21 states. Mark has served clients in a variety of roles, including fixed insurance agent and owner of a financial services company. He is also a registered principal for Cetera Investment Advisers LLC.
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 05/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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