Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eriksen is a financial advisor registered with Prospera Financial Services, Inc. and has been in the financial industry since August 26, 1990. Mark is registered in Colorado, Florida, Illinois, Michigan, Mississippi, Nevada, Ohio, South Carolina and Washington and is licensed in Michigan. Mark has been employed with Prospera Financial Services, Inc., CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., LPL FINANCIAL LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, MORGAN STANLEY DW INC. and PAINEWEBBER INCORPORATED. Mark Eriksen has received his Series 65, Series 63, Series 9, Series 10, SIE and Series 7 licenses. Mark Eriksen is a non-compensated board member of Detroit Regional Chamber. Mark is also a trustee to account [REDACTED] for deceased brothers trust account.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
MI
01/25/2021 - Present
Prospera Financial Services, Inc. (Bloomfield Hills MI)
MI
09/20/2019 - 01/26/2021
CETERA ADVISOR NETWORKS LLC (CLARKSTON MI)
MI
08/31/2018 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CLARKSTON MI)
MI
02/13/2013 - 09/04/2018
LPL FINANCIAL LLC (CLARKSTON MI)
MI
02/18/2005 - 02/13/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CLARKSTON MI)
NY
05/26/2000 - 02/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/27/1990 - 06/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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