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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 Stoltzfus is a financial advisor registered with Cetera Investment Advisers LLC. Mark Stoltzfus has been working in the financial services industry since November 29, 1986. Mark has been with Cetera Investment Advisers LLC since June 29, 2023. Before joining Cetera Investment Advisers LLC, Mark worked at LPL Financial LLC, American Portfolios Financial Services, Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, T.H.E. Financial Group, LTD, Homestead Capital Corporation, Asset Management Equities, LTD., and Columbia Asset Management Corp. Mark is licensed in Pennsylvania and has a Series 7, Series 63, and Series 65 license.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LANCASTER PA)
PA
09/15/2017 - 09/11/2019
LPL FINANCIAL LLC (LANCASTER PA)
PA
06/05/2009 - 09/18/2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
01/04/1999 - 06/05/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (YORK PA)
FL
12/04/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
PA
02/25/1992 - 11/30/1996
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
NA
05/15/1990 - 12/05/1991
HOMESTEAD CAPITAL CORPORATION
NA
08/29/1988 - 05/15/1990
ASSET MANAGEMENT EQUITIES, LTD.
NA
05/22/1986 - 05/12/1988
COLUMBIA ASSET MANAGEMENT CORP.
IA
Issued 04/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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