Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Hyma is an investment advisor representative with Avantax Advisory Services. Mark has been in the financial services industry since 1988 and is registered in 32 states. Mark is also a licensed insurance agent and holds a Series 7, 63, SIE, and 6TO licenses. Mark provides a variety of services to individuals, families, and businesses, including financial planning, portfolio management, and insurance. Mark is committed to helping clients reach their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
CA
02/01/2024 - Present
Avantax Advisory Services (LA MESA CA)
CA
07/05/1989 - 03/09/1992
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
AZ
06/18/1989 - 07/27/1989
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
12/20/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Hyma is the right advisor for you? Invested Better is here to help.
