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 Stoltzfus is an investment advisor representative who has been in the industry since November 1986. Mark is currently registered with Cetera Investment Advisers LLC and is located in Lancaster, PA. Mark has a history of working with various firms, including LPL Financial LLC, American Portfolios Financial Services, Inc., Raymond James Financial Services, Inc., and Robert Thomas Securities, Inc. Mark has earned the Series 63, Series 65, Series 7, and SIE licenses. Mark provides financial planning, pension consulting, and educational seminars. Mark is also the owner of Stoltzfus Financial LLC.
LANCASTER, PA
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 4/1/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/2/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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