Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jagow is a financial advisor who has been in the industry since 2007. Mark is currently registered with LPL Financial LLC and LPL Enterprise, LLC. Mark has held previous positions with M Holdings Securities, Inc., BANCWEST INVESTMENT SERVICES, INC., and FIRST ALLIED SECURITIES, INC. Mark is registered to provide financial advice in California, South Carolina and Texas. Mark is a Series 66, Series 53, Series 24, Series 52TO, SIE, and Series 7 license holder. Mark is also a Registered Investment Advisor.
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.
1
2
CA
07/31/2024 - Present
LPL Financial LLC (Roseville CA)
OR
09/22/2021 - 09/01/2022
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CA
01/16/2014 - 09/28/2021
BANCWEST INVESTMENT SERVICES, INC. (SACRAMENTO CA)
CA
09/28/2005 - 01/10/2014
FIRST ALLIED SECURITIES, INC. (GRANITE BAY CA)
BOTH
Issued 11/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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