Mark Greenblatt (CRD# 4505831) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 21 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Toledo, OH | Dec 2019 - Current | 4 |
| Mass Mutual Life Insurance Company | Toledo, OH | May 2015 - Current | 8 |
| Mml Investors Services | Maumee, OH | May 2015 - Dec 2017 | 2 |
| Triad Advisors | Norcross, GA | Oct 2012 - Apr 2015 | 2 |
| Ohio Developmental Disabilities Council | Columbus, OH | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
- OH
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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