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MK

Mark V. Koval

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CRD#: 1296447
MK

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 Vann Koval was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1984. Mark had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 2, 1989 - July 20, 1989

J F LOWE & COMPANY INCORPORATED

BD
CRD#: 11830
Past

June 9, 1988 - February 4, 1989

ALLIED CAPITAL GROUP, INC.

BD
CRD#: 13146
Past

January 12, 1988 - June 4, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

December 18, 1985 - February 3, 1988

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

October 7, 1985 - February 6, 1986

GENERAL AMERICAN SECURITIES, INC.

BD
CRD#: 10668
Past

June 28, 1985 - September 30, 1985

R.H. STEWART & CO., INC.

BD
CRD#: 13673
Past

April 2, 1985 - June 27, 1985

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

August 21, 1984 - February 22, 1985

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/31/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JF
J F LOWE & COMPANY INCORPORATED
BLACKSTONE LOWE & CO., INC. | J F LOWE & COMPANY INCORPORATED | FIRST CAPITAL PLANNERS, INC. | ERG SECURITIES, INC.

CRD#: 11830 / SEC#: , 8-23746

BD
Cancelled by FINRA on 06/18/1990
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 12/27/1978
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J F LOWE & COMPANY INCORPORATED

CRD#: 11830

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