Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Krug is an active advisor in the financial industry since November 4, 1987. Mark currently works for Raymond James Financial Services Advisors, Inc. located in BAD AXE, MI. Mark previously worked for CENTAURUS FINANCIAL, INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Mark provides financial planning, pension consulting, educational seminars, and selection of other advisers. Mark also manages portfolios for businesses and individuals. Mark's practice specializes in working with individuals, high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and corporations or other businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
06/22/2016 - Present
Raymond James Financial Services Advisors, Inc. (BAD AXE MI)
MI
12/18/2002 - 07/20/2010
CENTAURUS FINANCIAL, INC. (BAD AXE MI)
NY
11/05/1987 - 01/03/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/05/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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