Mark JannottCRD Number: 4478180
Current Firm: Infinex Investments, Inc.
Mark Jannott (CRD# 4478180) is an Investment Advisor Representative working at Infinex Investments, Inc. in Oxford, MI and has over 3 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|Oxford Bank||Oxford, MI||Jan 2016 - Current||< 1|
|Infinex Investments, Inc.||Meriden, CT||Jan 2016 - Current||< 1|
|Lpl Financial LLC||Troy, MI||Feb 2014 - Dec 2015||1|
|Talmer Bank And Trust||Troy, MI||Feb 2014 - Dec 2015||1|
|Cig Securities, Inc.||Southfield, MI||Aug 2013 - Jan 2014||< 1|
|Cig Asset Management, Inc.||Southfield, MI||Aug 2013 - Jan 2014||< 1|
|Talmer Bank And Trust||Troy, MI||Mar 2013 - Aug 2013||< 1|
|Lpl||Troy, MI||Mar 2013 - Aug 2013||< 1|
|Greenleaf Trust||Birmingham, MI||Feb 2006 - Mar 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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