Mark Keating (CRD# 2588432) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fenton, MI and has over 29 years of experience in the finance industry.
CRD# 6080268
Edward Jones
CRD# 2410444
Lincoln Financial Advisors Corporation
CRD# 5616108
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Fenton, MI | Apr 2022 - Current | 2 |
| Holvick & Associates, Advanced Business Partners | Fenton, MI | Apr 2022 - Current | 2 |
| Guardian Life Insurance Company | Southfield, MI | May 2021 - Current | 3 |
| Park Avenue Securities | Southfield, MI | Jun 2021 - Apr 2022 | < 1 |
| Mml Investors Services, LLC | Grand Rapids, MI | May 2014 - Feb 2021 | 6 |
| Mass Mutual Life Insurance Company | Grand Rapids, MI | Mar 2014 - Feb 2021 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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