Unclaimed
Mark Blackmer is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Wells Fargo Clearing Services, LLC and holds a Series 63, Series 65, Series 7, and Series 24 license. Mark has previously been registered with PNC Investments, LPL Financial Corporation, Primevest Financial Services, Inc., CCO Investment Services Corp., BancNorth Investment Group, Inc., Compulife Investor Services, Inc., Conseco Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Mark specializes in providing financial planning, portfolio management, and investment consulting services to both individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MD
11/27/2023 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
MD
09/23/2010 - 11/24/2023
PNC INVESTMENTS (LAUREL MD)
MD
12/19/2007 - 09/20/2010
LPL FINANCIAL CORPORATION (CHESTERTOWN MD)
MD
05/12/2006 - 12/21/2007
PRIMEVEST FINANCIAL SERVICES, INC. (CHESTERTOWN MD)
MA
07/22/2005 - 05/24/2006
CCO INVESTMENT SERVICES CORP. (CHICOPEE MA)
MN
01/01/2005 - 07/14/2005
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
05/11/2000 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IN
09/16/1998 - 05/12/2000
CONSECO SECURITIES, INC. (CARMEL IN)
MA
06/23/1992 - 09/01/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/23/1992 - 09/01/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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