Mark Muntean, financial advisor Uniontown OH
90 score

Mark Muntean

CRD Number: 5479667
Current Firm: Cornerstone Capital Advisors

Mark Muntean (CRD# 5479667) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has 1 year of experience in the finance industry. Mark Muntean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cornerstone Capital Advisors Uniontown, OH Mar 2010 - Current 6
Faith Family Church Canton, OH Nov 2005 - Dec 2010 5
Pfs Investments Inc. Strongsville, OH Jan 2008 - Mar 2010 2
Primerica Financial Services Strongsville, OH May 2007 - Mar 2010 2

Mark Muntean has no recent exams reported.
Contact Info for Mark A. Muntean
Phone Number: 330-896-6250
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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