MM
CFP
MM
CFP
Mark Munday is a CFP-designated registered investment advisor, based in Cleveland, OH, with 29 years of industry experience.
Location
5885 Landerbrook Dr., Suite 200, Cleveland, OH, 44124
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2010Settled
Other Business ActivitiesSells Insurance
Mark holds an insurance license and works as a fixed insurance producer, dedicating a few hours per week to insurance sales and service. He is also a partner at SEIA LLC, spending full-time hours on RIA sales and service.
Employment History
Current Registrations
Seia
June 2024 - Present · 1 yr 11 mos
Signature Estate Securities, LLCBroker
June 2024 - Present · 1 yr 11 mos
Signature Estate Securities, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
April 2021 - June 2024 · 3 yrs 2 mos
Cadaret Grant & CO INC
April 2021 - June 2024 · 3 yrs 2 mos
Cedar Brook Group
March 2018 - July 2024 · 6 yrs 4 mos
Securities America Advisors, INC.
August 2005 - April 2021 · 15 yrs 8 mos
Securities America, INC.Broker
July 2005 - April 2021 · 15 yrs 9 mos
Lincoln Financial Advisors Corporation
January 2000 - July 2005 · 5 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
September 1996 - July 2005 · 8 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
September 1996 - July 2005 · 8 yrs 10 mos
State Registrations22 states
AKAZCACODCFLGAIAILMDMNMONCNJNYOHORPASCTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.