Mark Shuki (CRD# 1726665) is an Investment Advisor Representative working at Shuki Investment Management LLC in Lakewood, OH and has over 8 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A.j. Rocco's | Cleveland, OH | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
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- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$18,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
OH
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