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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Kasimirsky is a financial advisor with over 11 years of experience in the financial industry. Mark has a strong track record of success in providing financial advice to individuals, families, and businesses. Mark is registered with both the state of Pennsylvania and Texas as an Investment Advisor Representative (IAR). Mark is a dedicated professional who is committed to providing his clients with the highest level of service. He believes in building long-term relationships with his clients and helping them achieve their financial goals. Mark has a wide range of experience in financial planning, including retirement planning, college savings, estate planning, and investment management. He is also a registered representative with MFA Wealth Advisors, LLC and Moralis Technologies, LLC. Mark is a graduate of [Insert University Name] and holds a [Insert Degree]. He is a member of [Insert Professional Organizations] and is committed to staying current on the latest financial trends and regulations.
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.
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.
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2
PA
07/19/2018 - Present
MFA Wealth Advisors, LLC (PITTSBURGH PA)
PA
02/13/2012 - 10/07/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
IA
Issued 02/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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