Mark JuzwaCRD Number: 5549995
Current Firm: H.d. Vest Advisory Services, Inc.
Mark Juzwa (CRD# 5549995) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Canonsburg, PA and has over 9 years of experience in the finance industry.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|H.d. Vest Advisory Services||Canonsburg, PA||Aug 2008 - Current||8|
|H.d.vest Investment Services||Canonsburg, VT||Jun 2008 - Current||9|
|Mj Mortgage & Tax Services Inc.||Cannonsburg, PA||Jun 2006 - Current||11|
|Pennsylvania Equity Mortgage Inc.||Allison Park, PA||Oct 2003 - Nov 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV