Unclaimed
Mark Brewer is a financial advisor with LPL Financial LLC. Mark has been in the industry since 1988 and is registered in 27 states. Mark has experience with American Express Financial Advisors Inc. and IDS Life Insurance Company, where Mark was registered from 1988 to 2004. Mark holds Series 6, 7, 22, 24, and 63 licenses. Mark also holds a Series SIE license.
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.
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2
KY
02/11/2013 - Present
LPL Financial LLC (NICHOLASVILLE KY)
MN
01/14/1988 - 03/10/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/14/1988 - 03/10/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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