Mark Zelenika (CRD# 6385107) is an Investment Advisor Representative working at Leslie Global Wealth, LLC in Itasca, IL and has over 8 years of experience in the finance industry. Mark Zelenika has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leslie Global Wealth, LLC | Chicago, IL | Feb 2018 - Current | 6 |
| Lpl | Chicago, IL | Aug 2014 - Current | 9 |
| Leslie Global Wealth, LLC | Chicago, IL | Aug 2014 - Current | 9 |
| Guardian Capital | Chicago, IL | Jun 2014 - Aug 2014 | < 1 |
| St. Norbert College | Green Bay, WI | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- IL
-
Total Assets Under Management362MILLIONS
-
Total Number of Accounts946ACCOUNTS
-
Average Account Value$382,316
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CO, FL, IL, IN, MI, MN, OH, SC, TX, WI
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