Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lane is a financial advisor with LPL Financial LLC. Mark has been in the financial industry since 2005 and holds the Series 7 and Series 66 securities licenses. Mark has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Mark's previous experience includes roles at PNC Investments, Edward Jones, OSAIC INSTITUTIONS, INC., CUNA BROKERAGE SERVICES, INC., J.P. MORGAN SECURITIES LLC and UVEST FINANCIAL SERVICES GROUP, INC. Mark is registered with the state of Indiana.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
07/11/2024 - Present
LPL Financial LLC (LAPORTE IN)
IN
02/22/2024 - 07/02/2024
PNC INVESTMENTS (WARSAW IN)
IN
01/05/2024 - 02/20/2024
EDWARD JONES (South Bend IN)
IN
08/27/2020 - 01/02/2024
OSAIC INSTITUTIONS, INC. (La Porte IN)
IN
10/31/2019 - 08/26/2020
CUNA BROKERAGE SERVICES, INC. (Mishawaka IN)
IN
06/13/2018 - 10/10/2019
J.P. MORGAN SECURITIES LLC (ELKHART IN)
IN
07/05/2011 - 07/16/2018
LPL FINANCIAL LLC (ELKHART IN)
IN
07/10/2006 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ELKHART IN)
IN
04/14/2005 - 07/07/2006
A. G. EDWARDS & SONS, INC. (MISHAWAKA IN)
BOTH
Issued 04/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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