Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Grunder is a financial advisor registered with Cetera Investment Advisers LLC in Baltimore, Maryland. Mark has been a financial advisor for over 20 years, having held previous positions 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 is a Certified Financial Planner and has passed the Series 63, Series 65, Series 66, Series 7, and Series 31 exams. Mark specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Mark is also 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.
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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 05/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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