Mark D. Kinsella
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 Daniel Kinsella, CFP® was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 1986. Mark had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2019
Experience
August 5, 2019 - December 31, 2023
FAMILY FINANCIAL PLANNING SERVICES, LLC
June 20, 2014 - February 27, 2018
U.S. BANCORP INVESTMENTS, INC.
June 20, 2014 - February 27, 2018
U.S. BANCORP INVESTMENTS, INC.
November 2, 2006 - June 21, 2014
CITIZENS SECURITIES, INC.
December 1, 2005 - June 21, 2014
CITIZENS SECURITIES, INC.
January 1, 2000 - December 1, 2005
CHARTER ONE SECURITIES, INC.
July 23, 1986 - January 1, 2000
INVESTMENT NETWORK, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
FAMILY FINANCIAL PLANNING SERVICES, LLC
CRD#: 301453 / SEC#:
Contact information
Red Flags
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