Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Cochran is a financial advisor with over 30 years of experience in the financial services industry. Mark is registered with LPL Financial LLC and has offices in Punta Gorda, FL and Linthicum, MD. Prior to joining LPL Financial LLC, Mark was a financial advisor with Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Olde Discount Corporation, Legg Mason Wood Walker, Incorporated and Prudential-Bache Securities Inc. Mark has a strong track record of providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Mark offers a wide range of financial services, including financial planning, investment management, and retirement planning. Mark is committed to providing his clients with personalized financial advice that meets their unique needs and 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.
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
FL
12/07/2020 - Present
LPL Financial LLC (PUNTA GORDA FL)
FL
07/01/2003 - 11/09/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
NY
11/12/1991 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
07/26/1990 - 11/12/1991
OLDE DISCOUNT CORPORATION (DETROIT MI)
MD
04/04/1989 - 06/07/1990
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
12/26/1986 - 04/15/1989
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 02/17/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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