Mark M. Isack
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mark Morris Isack, who also goes by Mark M Isack, was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 1984. Mark had worked at 7 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 6, 2002 - June 29, 2012
SUMMIT FINANCIAL RESOURCES INC
May 16, 2002 - June 29, 2012
SUMMIT EQUITIES, INC.
August 10, 2000 - June 29, 2012
SUMMIT EQUITIES, INC.
December 19, 1997 - August 9, 2000
BERKSHIRE EQUITY SALES, INC.
November 24, 1997 - April 4, 2000
OSAIC WEALTH, INC.
June 26, 1995 - October 31, 1997
THE ADVISORS GROUP, INC.
August 12, 1992 - July 10, 1995
PRINCIPAL SECURITIES, INC.
June 8, 1984 - July 27, 1992
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
SUMMIT FINANCIAL RESOURCES INC
CRD#: 104990 / SEC#: 801-18223
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
