Unclaimed
Mark Allan Cecil is an investment advisor representative with Ameritas Advisory Services, LLC. Mark has been in the financial services industry for over 35 years, and has a Series 7, Series 63, and Series 65 license. Mark provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and retirement plans. Mark is also a licensed insurance agent and offers a variety of fixed insurance products.
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.
Solicitor fees
1
2
MD
07/15/2023 - Present
Ameritas Advisory Services, LLC (ROCKVILLE MD)
MD
03/25/1987 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 11/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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