Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Libner is a financial professional with over 10 years of experience in the industry. Mark holds a Series 6, 7, 24, 63 and 66 licenses and is registered with the state of Colorado as both a Broker-Dealer and Investment Advisor Representative. Mark has worked for Tiaa-Cref Individual & Institutional Services, LLC since 2013 and has experience working for J.P. Morgan Securities LLC and Chase Investment Services Corp. prior to that. Mark specializes in Retirement Planning, College Savings, and Income Planning. He works with a variety of clients including individuals, families, and 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
06/15/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
10/01/2012 - 08/13/2013
J.P. MORGAN SECURITIES LLC (AURORA CO)
CO
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AURORA CO)
BOTH
Issued 06/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Libner is the right advisor for you? Invested Better is here to help.
