MS
CFP
MS
CFP

Marcus Saskin

19 Years of Experience
Cincinnati, OH
Broker

Marcus Saskin is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 19 years of industry experience.

Location

4605 E. Galbraith Road, Suite 200, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marcus is the president of Bigfoot Business Management, handling business management, and president/chair of the Ohio Valley Princeton Association, organizing events and interviewing university applicants. Neither activity is investment-related or involves insurance sales.

Employment History
Current Registrations
Valmark Securities, INC.
September 2018 - Present · 7 yrs 8 mos
Valmark Advisers, INC.
September 2018 - Present · 7 yrs 8 mos
Valmark Securities, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2008 - October 2018 · 10 yrs
Ameriprise Financial Services, INC.Broker
May 2008 - October 2018 · 10 yrs 5 mos
Metlife Securities INC.Broker
January 2007 - May 2008 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
January 2007 - July 2007 · 6 mos
State Registrations17 states
FLGAIAILINKYMAMIMNNYOHORPATNUTVAWA
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.
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