Unclaimed
Mark Kinsella is a financial professional with over 10 years of experience in the financial services industry. Mark holds Series 7, Series 63, Series 65, and SIE licenses. Mark is currently registered with Park Avenue Securities LLC and is licensed in Maryland, Pennsylvania, and Virginia. Previously, Mark has held positions with Equitable Advisors, LLC, Northwestern Mutual Investment Services, LLC, and Commerz Markets LLC. Mark specializes in providing financial planning, investment management, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Mark also provides educational seminars to help clients understand their financial options and make informed decisions.
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
PA
09/18/2024 - Present
Park Avenue Securities LLC (LANCASTER PA)
PA
04/29/2022 - 08/04/2023
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
NY
05/07/2020 - 11/04/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
07/27/2015 - 06/27/2018
COMMERZ MARKETS LLC (NEW YORK NY)
DC
12/24/2010 - 07/22/2015
PNC CAPITAL MARKETS LLC (WASHINGTON DC)
IA
Issued 12/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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