Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Thompson is a financial advisor with over 15 years of experience in the financial services industry. Mark is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Before joining TIAA-CREF, Mark worked as a financial advisor for First Investors Corporation. Mark is Series 6, 7, and 63 licensed and holds the SIE certification. Mark specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MN
06/15/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BLOOMINGTON MN)
CO
02/14/2006 - 05/16/2006
FIRST INVESTORS CORPORATION (DENVER CO)
BC
Issued 04/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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