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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 Allen Brinser is a financial advisor with Stewardship Advisors, LLC, located in Mount Joy, PA. Mark has been in the financial services industry since 2007 and has held previous positions with Private Client Services, LLC, Cambridge Investment Research, Inc., and ProEquities, Inc.. Mark holds the Series 63, Series 65, and Series 7 securities licenses. Mark is also a Certified Financial Planner. Mark specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations.
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.
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2
PA
09/21/2020 - Present
Stewardship Advisors, LLC (MOUNT JOY PA)
PA
10/14/2016 - 10/26/2018
PRIVATE CLIENT SERVICES, LLC (Mount Joy PA)
PA
10/10/2011 - 11/10/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (MOUNT JOY PA)
PA
12/04/2007 - 10/24/2011
PROEQUITIES, INC. (MOUNT JOY PA)
IA
Issued 12/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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