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Financial Advisor
Fifth Third Building
110 North Main Street, Suite 1100
Dayton, OH 45402
110 North Main Street, Suite 1100
Dayton, OH 45402
tel: 937-223-4083
toll free: 800-223-0644
fax: 937-223-4010
toll free: 800-223-0644
fax: 937-223-4010
Welcome
Associations
- United Way of Troy
Treasurer
Troy, OH
Business Experience
- 2008 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Dayton, OH - 2003 - 2008: Wachovia Securities
Financial Advisor
Troy, OH - 1995 - 2003: Peoples Trust Company
Trust Investment Officer
Troy, OH - 1992 - 1995: US Bank
Portfolio Manager
Troy, OH
Honors and Recognitions
- Rotary International
Young Businessman Group Exchange Award
Education and Licensing
- BS - Finance
Wright State University
Dayton, OH - Series 7 - General Securities Representative
- Series 65 - Investment Advisory Agent
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life Insurance Licensed
Services
- Asset Management
- Trust Services and Accounting
- Estate Planning
- Wealth Management
- Endowments and Foundations
- Fixed Income
- Qualified Plans
- Retirement Planning
- Qualified Retirement Plans
- Cash Management
- Professional Portfolio Management
- Investment Policy Statements
- Certificates of Deposit
- Annuities
- Life Insurance
- 401k Rollovers
Bulletin Board
- Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
- We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
- See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Mark R. Waltersheide is licensed in the following state(s): AZ, CA, CO, FL, IN, KS, KY, MI, MN, MO, NJ, OH, PA, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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