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 Vergenes is a financial advisor who has been in the industry since 1996. He is currently registered with Cetera Investment Advisers LLC. Mark Anthony Vergenes is also registered as an Investment Advisor Representative in Pennsylvania and Texas. Previously, Mark Anthony Vergenes was affiliated with Mutual Service Corporation, Financial Network Investment Corporation, Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Mark Anthony Vergenes has earned the Series 6, Series 63 and Series 65 licenses. Mark Anthony Vergenes's current firm, Cetera Investment Advisers LLC, provides financial planning, portfolio management and investment advice to individuals and businesses. Mark Anthony Vergenes has a number of other business interests, including Mirus Financial Partners, Mirus Consultants, Conestoga Valley Buckskin Boosters Steering Committee, Pennsylvania Parking Assoc, Susquehanna Valley Council of Charitable Gift Planners, LGH Foundation, Boy Scouts of America, Lancaster/Lebanon County, HACC Foundation and City Revitalization & Improvement Zone.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LANCASTER PA)
PA
03/01/2004 - 06/29/2006
MUTUAL SERVICE CORPORATION (LANCASTER PA)
CA
09/25/2002 - 03/01/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
06/12/1996 - 09/26/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/12/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Vergenes is the right advisor for you? Invested Better is here to help.
