Unclaimed
Mark Christensen is a financial advisor who has been in the industry since 1998. Mark is registered with Equitable Advisors, LLC in Salt Lake City, UT and has been with the firm since June 2022. Mark has previously been registered with several other firms including Securities Service Network, Inc., Allstate Financial Services, LLC, and Purshe Kaplan Sterling Investments.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
UT
06/17/2022 - Present
Equitable Advisors, LLC (SALT LAKE CITY UT)
UT
06/10/2021 - 06/17/2022
ALLSTATE FINANCIAL SERVICES, LLC (SALT LAKE CITY UT)
UT
03/22/2017 - 08/02/2018
PURSHE KAPLAN STERLING INVESTMENTS (Draper UT)
UT
01/17/2013 - 03/14/2017
SECURITIES SERVICE NETWORK, INC. (Draper UT)
NY
11/21/2011 - 11/08/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
UT
08/23/2010 - 11/21/2011
SECURITIES AMERICA, INC. (MIDVALE UT)
UT
09/06/2006 - 08/30/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (HOLLADAY UT)
UT
03/17/2004 - 09/07/2006
LINSCO/PRIVATE LEDGER CORP. (SANDY UT)
IN
07/16/1998 - 03/19/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/16/1998 - 03/19/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 09/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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