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 McLafferty is a financial advisor with Cambridge Investment Research Advisors, Inc. Mark has been in the financial services industry since 2011. Mark has a Series 6, 7, and 63 license, as well as the SIE and Series 65. Mark is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Mark has a wide range of experience and specializes in financial planning, portfolio management, and retirement planning. Mark provides financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Mark is committed to providing his clients with the highest quality of financial advice and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
07/24/2018 - Present
Cambridge Investment Research Advisors, Inc. (Eatontown NJ)
NJ
03/25/2017 - 07/30/2018
MML INVESTORS SERVICES, LLC (PRINCETON NJ)
NJ
01/15/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PRINCETON NJ)
NJ
03/04/2011 - 11/03/2015
MML INVESTORS SERVICES, LLC (BRIDGEWATER NJ)
IA
Issued 06/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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