Mark A. Colvin, CFP<sup>&reg;</sup> - Financial Advisor

Mark A. Colvin, CFP®

ChFC®,CLU®,CKA

Private Wealth Advisor

OakShield Financial Group

5750 Commons Park Dr
East Syracuse, NY 13057
(315) 701-2983 CONNECT WITH Mark
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General

Mark Colvin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at OakShield Financial Group in East Syracuse, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Kingdom Advisor, BFA

Insurance Licenses

  • Life insurance: NY, AL,AZ,CT, FL,GA, IN,IL, MA,MD,MI,NC,NJ,PA,SC,TN,WI
  • Health/disability insurance: NY, AZ,CT, FL,GA,IL,IN, MA,MD,MI,NC,NJ,PA,SC,TN,WI
  • Fixed annuities: NY, AZ,CT, FL,GA,IL,IN, MA,MD,MI,NC,NJ,PA,SC,TN,WI
  • Variable annuities: NY, AZ,CT, FL,GA,IL,IN, MA,MD,MI,NC,NJ,PA,SC,TN,WI

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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