Mark BriedisCRD Number: 4915635
Current Firm: Mm Ascend Life Investor Services, LLC
Mark Briedis (CRD# 4915635) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Great American Advisors, Inc.||Cincinnati, OH||Oct 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management23MILLIONS
Total Number of Accounts440ACCOUNTS
Average Account Value$51,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, GA, MI, NC, OH, PA, RI, SC, UT
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