MJ
Mark J. Potocsny
Principal - Potocsny Financial Group at International Assets Advisory
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Work Experience
Principal - Potocsny Financial Group
Aug 2021 - Present · 3 years and 4 months
First Vice President Wealth Management
May 2014 - Apr 2021 · 6 years and 11 months
First Vice-President - Investment Officer
Apr 1996 - May 2014 · 18 years and 1 months
Company Details
International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services. https://www.youtube.com/watch?v=TIhbR5ZEqK0
Year Founded
1982
Social Media
Linkedin
Industry
Financial Services, Banks & Financial Services
HQ Location
111 North Orange Avenue Suite 1000 Orlando, FL 32801, US
Keywords
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