Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Grunder is a financial professional with over 27 years of experience in the industry. Mark is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Mark has a wide range of experience with previous roles at BB&T Securities, LLC, BB&T Investment Services, Inc., H.D. Vest Investment Services, First Tennessee Brokerage, Inc., M&T Securities, Inc., SunTrust Securities, Inc., First Union Brokerage Services, Inc., Dean Witter Reynolds Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark has a strong background in financial planning, portfolio management, and pension consulting. Mark holds the Series 7, Series 24, Series 31, Series 63, and Series 65 licenses. Mark also has a Certified Financial Planner designation. Mark is a Market Executive at FNB Wealth Management.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
02/04/2022 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
MD
01/02/2018 - 02/18/2020
BB&T SECURITIES, LLC (BALTIMORE MD)
PA
01/29/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
MD
12/11/2009 - 01/26/2010
H.D. VEST INVESTMENT SERVICES (TOWSON MD)
MD
04/05/2007 - 01/02/2008
FIRST TENNESSEE BROKERAGE, INC. (TIMONIUM MD)
NC
01/10/2005 - 03/26/2007
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MD
05/14/2003 - 12/14/2004
M&T SECURITIES, INC. (BALTIMORE MD)
GA
08/17/2000 - 04/23/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
02/26/1999 - 01/19/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/05/1996 - 05/12/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/31/1993 - 01/24/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 5/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/24/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 8/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Grunder is the right advisor for you? Invested Better is here to help.
