Mark Seski (CRD# 1439870) is an Investment Advisor Representative working at Harvest Portfolio Management, LLC in Isle Of Palms, SC and has over 38 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvest Portfolio Management, LLC | Wellington, FL | Aug 2018 - Current | 5 |
| Reliance Trust Company Of Delaware | West Palm Beach, FL | Aug 2016 - May 2018 | 1 |
| Wells Fargo The Private Bank | Summit, NJ | Apr 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MI
- SC
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Total Assets Under Management77MILLIONS
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Total Number of Accounts77ACCOUNTS
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Average Account Value$1,000,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MI, SC
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