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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Magee is a financial advisor with over 25 years of experience in the industry. Mark Anthony Magee is currently registered with LPL Financial LLC in Texas. Previously, Mark Anthony Magee has been registered with Chase Investment Services Corp. in Texas, BANC One Securities Corporation in Illinois, and Van Kampen American Capital Distributors, Inc. in Texas. Mark Anthony Magee specializes in financial planning, portfolio management, and investment advisory services. Mark Anthony Magee holds several licenses, including Series 6, Series 7, Series 63, and Series 66. Mark Anthony Magee has a strong track record of helping individuals and families reach their 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.
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
TX
11/04/2024 - Present
LPL Financial LLC (HOUSTON TX)
TX
07/06/2005 - 09/01/2009
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IL
04/18/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
02/13/1997 - 07/31/1997
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 07/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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