Mark HawaldCRD Number: 5296386
Current Firm: American Portfolios Advisors, Inc.
Mark Hawald (CRD# 5296386) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 10 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Scholtz & Co
Royal Alliance Associates, Inc.
|American Portfolios Financial Services, Inc.||Solon, OH||Mar 2010 - Current||8|
|Astro Services, Inc.||Solon, OH||Dec 2002 - Current||15|
|Allstar Construction Services, Inc Dba Allstar Incentives||Chgrin Falls, OH||Jun 2000 - Current||17|
|Ameriprise Financial Services, Inc.||Mayfield Heights, OH||Feb 2007 - Mar 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management3,158MILLIONS
Total Number of Accounts17,315ACCOUNTS
Average Account Value$182,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY