Unclaimed
Mark Anthony Parks is a registered investment advisor representative with Cetera Investment Advisers LLC. Mark has been in the financial services industry since 1998 and has a strong background in finance, accounting, and business. Mark holds Series 6, 63, 65, and 26 licenses and has extensive experience in providing financial advice to individuals, families, and businesses. Mark is committed to helping clients achieve their financial goals and has a reputation for providing personalized, comprehensive financial planning services.
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 03/27/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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