Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bennett? Claim Your ProfileBennett Marks is a financial advisor at Marks Group Wealth Management, Inc. Bennett is registered in Minnesota and Texas and has been a registered representative for over 30 years. Bennett has worked for several firms during this time, including LPL Financial LLC and UBS Financial Services Inc. Bennett has worked in the financial industry for over 40 years and holds several licenses and certifications. Bennett specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
04/14/2011 - Present
Marks Group Wealth Management, Inc. (MINNETONKA MN)
MN
11/07/2008 - 12/31/2021
LPL FINANCIAL LLC (MINNETONKA MN)
MN
10/15/1999 - 11/14/2008
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
NY
03/02/1998 - 10/28/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
07/15/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
08/03/1987 - 07/28/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
11/11/1983 - 08/21/1987
E. F. HUTTON & COMPANY INC
NA
12/20/1982 - 11/01/1983
STATE BOND SALES CORPORATION
BC
Issued 01/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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