Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Likes is a financial advisor with LPL Financial LLC in Toms River, NJ. Mark has been in the financial services industry since 1983. Prior to joining LPL Financial LLC, Mark was employed by Sagepoint Financial, Inc., Cadaret, Grant & Co., Inc., and Creative Tax Planners, Inc. Mark is a registered representative with FINRA and has also passed the Uniform Combined State Law Examination. Mark specializes in various financial services including financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
01/13/2020 - Present
LPL Financial LLC (TOMS RIVER NJ)
NJ
01/15/2016 - 01/10/2020
SAGEPOINT FINANCIAL, INC. (TOMS RIVER NJ)
NJ
08/17/1999 - 02/05/2016
CADARET, GRANT & CO., INC. (TOMS RIVER NJ)
NJ
03/21/1988 - 09/10/1999
CREATIVE TAX PLANNERS, INC. (LOGAN TOWNSHIP NJ)
NA
05/18/1987 - 03/31/1988
DEAN WITTER REYNOLDS INC.
NA
06/04/1984 - 05/27/1987
THOMSON MCKINNON SECURITIES INC.
NA
10/19/1983 - 07/26/1984
AMERICAN EAGLE SECURITIES, INC.
BOTH
Issued 08/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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