Unclaimed
Mark Anthony Parks is a financial advisor with over 15 years of experience in the industry. Mark has a strong background in finance and accounting, and is committed to providing his clients with personalized financial advice and solutions. Mark is currently affiliated with Cetera Investment Advisers LLC, where he helps individuals, families, and businesses achieve their financial goals. Mark has been a registered representative with various firms since 1998, He holds Series 6, 63, 65, and 26 licenses, demonstrating his commitment to providing comprehensive financial services. Mark is also a member of the Florida Government Finance Officers Association and the Black Chamber of Commerce of Palm Beach, where he serves on the Governing Board.
WEST PALM BEACH, FL
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
FL
02/14/2022 - Present
Cetera Investment Advisers LLC (WEST PALM BEACH FL)
FL
09/18/2017 - 12/31/2021
PFS INVESTMENTS INC. (WEST PALM BEACH FL)
OH
01/09/2007 - 08/21/2009
SBK-BROOKS INVESTMENT CORP. (CLEVELAND OH)
GA
01/09/1998 - 07/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 3/27/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/3/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/5/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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