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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Renard is a financial advisor with Northwest Asset Management. Mark has been in the financial services industry since 2000. Mark specializes in working with individuals and families, charitable organizations, and pension and profit-sharing plans. Mark offers financial planning, portfolio management, and educational seminars. Mark is a Certified Financial Planner. Mark is registered to provide investment advisory services in California, Colorado, Louisiana, Oregon, Texas, and Washington.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
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02/24/2023 - Present
Northwest Asset Management (Lake Oswego OR)
OR
01/15/2020 - 02/02/2022
JOHNSTONE BROKERAGE SERVICES, LLC (Lake Oswego OR)
OR
11/30/2018 - 08/02/2019
CANTELLA & CO., INC. (Lake Oswego OR)
OR
02/01/2017 - 11/30/2018
PURSHE KAPLAN STERLING INVESTMENTS (Lake Oswego OR)
OR
05/15/2009 - 01/31/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAKE OSWEGO OR)
OR
03/17/2006 - 05/18/2009
D.A. DAVIDSON & CO. (LAKE OSWEGO OR)
MO
09/08/2000 - 03/23/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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