Mark Finney work email
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Mark Finney personal email
Our goal is not to be the biggest financial planning firm in Central Ohio, but to be one of the most highly regarded because of the objective, clear advice we provide our clients.________________McCarthy & Cox937.644.0351127 West 5th StreetMarysville, OH 43040________________Securities and advisory services offered through Commonwealth Financial Network, Member FINRA.org/SIPC.org, a Registered Investment Adviser.________________This communication is strictly intended for individuals residing in the states of OH, FL, IL, MI, PA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirement regarding investment products and services.Specialties: Estate Planning, Investment and Income Planning, Tax Planning, Insurance/ Risk Management Planning. Our approach is to help our clients define their objectives and then link their faith to their finances so they be free to pursue what is really important to them in life.Annually I complete at least 20 hours of continuing education in these areas as well as general CEU's. I have earned high honors and recognition at each of the broker dealers with which I have been affiliated.Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html
Mccarthy & Cox
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Certified Financial Planner(Tm) Practitioner, Accredited Investment FiduciaryMccarthy & Cox Oct 2015 - PresentMarysville, Oh
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Chartered Retirement Planning Counselor, Accredited Investment FiduciaryMccarthy & Cox Oct 2015 - PresentMark has been a licensed financial adviser since 2005.
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Vice President, Senior Financial AdvisorUs Bancorp Investment Inc Apr 2011 - Nov 2015Columbus, Ohio Area -
Financial AdvisorPnc Investments Jan 2010 - Apr 2011Columbus, Ohio Area
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Regional Vice PresidentTransamerica Aug 2007 - Jan 2010Greater Denver AreaMutual Fund and Variable Annuity WholesalerInternal in COExternal in AR, OK, TN -
Licensed Financial ConsultantNatcity Investments Inc Jun 2004 - Aug 2007Columbus, Ohio Area
Mark Finney Skills
Mark Finney Education Details
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3.8 -
Marion Harding High School3.9
Frequently Asked Questions about Mark Finney
What company does Mark Finney work for?
Mark Finney works for Mccarthy & Cox
What is Mark Finney's role at the current company?
Mark Finney's current role is CERTIFIED FINANCIAL PLANNER(tm) Practitioner, Chartered Retirement Planning Counselor, Accredited Investment Fiduciary.
What is Mark Finney's email address?
Mark Finney's email address is mf****@****ica.com
What schools did Mark Finney attend?
Mark Finney attended Ohio University, Marion Harding High School.
What skills is Mark Finney known for?
Mark Finney has skills like Customer Service, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Project Management, Sales, Microsoft Word, Powerpoint.
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Mark Finney
Deeply Interested In Human Communication And The Interaction Of Technology, Politics, Media And Conflict. I Also Make Some Damn Good Cider.Glade Spring, Va -
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5 +162680XXXXX
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