Unclaimed
Mark Anthony Brenneman is a financial advisor with Commonwealth Financial Network. Mark has been in the financial services industry since March 2011. He holds the Series 6, 7, 63, and 65 licenses. Mark is also a Certified Financial Planner. Commonwealth Financial Network is a registered investment advisor with offices in Waltham, Massachusetts. The firm provides a variety of financial services to individual and institutional clients, including financial planning, portfolio management, and retirement planning. Mark's experience and expertise can help you achieve your 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.
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
VA
09/14/2018 - Present
Commonwealth Financial Network (Harrisonburg VA)
VA
08/22/2011 - 09/25/2018
LPL FINANCIAL LLC (HARRISONBURG VA)
VA
03/04/2011 - 08/10/2011
NYLIFE SECURITIES LLC (STAUNTON VA)
IA
Issued 10/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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