Unclaimed
Mark Burgdorf is an investment advisor representative at Cetera Investment Advisers LLC. Mark has been in the financial services industry since January 31, 1987, with over 35 years of experience. Mark Burgdorf is registered with the state of Illinois and Texas as an investment advisor representative. Mark Burgdorf is also a registered representative with FINRA, the Financial Industry Regulatory Authority. Mark is licensed to provide investment advice and securities brokerage services. Mark is an active member of the financial community and is committed to providing his clients with the highest level of service.
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
IL
11/12/2020 - Present
Cetera Investment Advisers LLC (FAIRVIEW HGHTS IL)
IL
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FAIRVIEW HGHTS IL)
IL
05/06/1988 - 05/30/2008
FFP SECURITIES, INC. (FAIRVIEW HGHTS IL)
NA
11/21/1986 - 02/23/1988
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 8/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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