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 Ziehr is an investment advisor representative at Corient, based in Itasca, IL. Mark has been in the financial services industry since 2005. Mark has Series 3, 6, 7 and 63 licenses. Mark is a Chartered Financial Analyst and a public trustee for the Elmhurst Fireman's Pension Plan. Mark has worked with high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Mark provides portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
02/02/2024 - Present
Corient (Chicago IL)
IL
01/11/2008 - 12/31/2023
FRONTEGRA STRATEGIES, LLC (NORTHBROOK IL)
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
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