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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 Benjamin Konrardy is an investment advisor representative with LPL Financial LLC. Mark has been in the industry since March 2001. Mark has a total of 2 approved state registrations and 1 approved SRO registration. Mark has passed the Series 6, 7, 63, 66 and SIE exams. Mark is currently licensed in Alabama, Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, New Jersey, Texas, Virginia and Wisconsin. Mark previously worked for CUNA Brokerage Services, Inc., GWFS Equities, Inc., Prudential Investment Management Services LLC, U.S. BANCORP INVESTMENTS, INC., and EDWARD JONES. Mark also has experience in various roles with The Prudential Company of America, Empower Retirement, CUNA Mutual Group and Prudential Customer Solutions LLC.
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
IA
05/18/2022 - Present
LPL Financial LLC (DUBUQUE IA)
IA
12/02/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (DUBUQUE IA)
CO
03/05/2021 - 11/22/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
04/09/2008 - 04/20/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
IL
03/07/2005 - 03/18/2008
U.S. BANCORP INVESTMENTS, INC. (GALENA IL)
MO
11/19/2003 - 02/22/2005
EDWARD JONES (ST. LOUIS MO)
CT
03/19/2001 - 11/19/2003
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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