Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Chandik is a financial advisor who has been in the industry since 1985. He is currently registered with Valmark Advisers, Inc. and FDP Wealth Management, LLC. Mark provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and investment companies. Mark is also a member of FDP Wealth Management LLC and FDP Insurance Services, Inc., and has written a book titled “10 Financial Strategies for the Smart Investor: How to Avoid Common Mistakes and Build Lasting Wealth.”
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.
Strategic management for diversified investment portfolios.
Consulting
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
CA
03/29/2019 - Present
Valmark Advisers, Inc. (IRVINE CA)
CA
02/01/2000 - 10/22/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (IRVINE CA)
MN
06/23/1988 - 02/11/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
11/06/1986 - 05/21/1988
CONSOLIDATED RESOURCES, INC.
NA
03/05/1985 - 11/03/1986
LOWRY FINANCIAL SERVICES CORPORATION
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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