Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Meyers is a financial advisor associated with Rehmann Wealth. Mark has been in the financial industry since 2010. Mark is registered as a Registered Representative in Michigan. Mark has passed Series 63, Series 66, Series 7 and SIE exams. Mark is also a Certified Financial Planner™ and Chartered Financial Consultant. Mark has experience working with insurance companies, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Servicing fees from custodians
1
2
MI
11/10/2022 - Present
Rehmann Wealth (LANSING MI)
MI
02/21/2013 - 05/17/2021
VALMARK SECURITIES, INC. (Auburn Hills MI)
MI
02/21/2014 - 05/13/2021
PLANTE MORAN INSURANCE AGENCY (Auburn Hills MI)
MI
07/21/2008 - 09/19/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
BC
Issued 02/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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