Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alexander Martorell is a financial advisor with over 20 years of experience in the financial industry. Mark is registered with LPL Financial LLC and has held previous positions with Truist Investment Services, Inc., BB&T Securities, LLC, Evertrade Direct Brokerage, Inc., Charles Schwab & Co., Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Quick & Reilly, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc. and IDS Life Insurance Company. Mark holds Series 7, 9, 10, 63, and 65 licenses. Mark specializes in working with individuals, families, and businesses to develop and implement personalized financial plans. He is also experienced in providing investment advice, retirement planning, and college savings planning. Mark is committed to providing his clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
03/09/2023 - Present
LPL Financial LLC (WEST PALM BEACH FL)
FL
02/17/2021 - 11/01/2022
TRUIST INVESTMENT SERVICES, INC. (BOCA RATON FL)
VA
06/26/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
09/21/2011 - 09/07/2017
EVERTRADE DIRECT BROKERAGE, INC. (FT. LAUDERDALE FL)
FL
08/23/2005 - 09/14/2010
CHARLES SCHWAB & CO., INC. (FORT LAUDERDALE FL)
MO
02/17/2003 - 08/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
03/04/2002 - 02/06/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/28/2001 - 03/15/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/02/1999 - 08/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
12/19/1996 - 01/29/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/19/1996 - 01/29/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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