Mark Baniewicz (CRD# 7475700) is an Investment Advisor Representative working at Avantax Advisory Services in Concord Township, OH and has over 2 years of experience in the finance industry.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services, Inc. | Concord, OH | Sep 2022 - Current | 1 |
| Avantax Investment Services Inc. | Concord, OH | Dec 2021 - Current | 2 |
| Baniewicz Enterprises LLC | Concord, OH | Jul 2021 - Current | 2 |
| Zappitelli Financial Services | Concord, OH | Aug 2018 - Current | 5 |
| Baniewicz Enterprises LLC | Concord, OH | Jul 2021 - Sep 2022 | 1 |
| Zappitelli Financial Services | Concord, OH | Aug 2018 - Sep 2022 | 4 |
| Lake Catholic High School | Mentor, OH | Jan 2017 - Nov 2021 | 4 |
| Bhgps Company | Beachwood, OH | May 2017 - Jun 2018 | 1 |
| Student | Mentor, OH | Nov 2011 - May 2017 | 5 |
| Zappitelli Financial Services | Concord, OH | Jan 2015 - Jan 2017 | 2 |
| Howard Hanna Real Estate Services | Mayfield Heights, OH | May 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
| S63 | Uniform Securities State Law Examination | Jan 2022 |
- OH
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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