Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Chingren is a financial advisor with SPC, a firm based in Ann Arbor, Michigan. Mark has been in the industry since 1987 and is registered in Georgia, Illinois, and Iowa. Mark's experience spans multiple firms, including Transamerica Financial Advisors, Inc. and Transamerica Securities Sales Corporation. Mark is a Chartered Financial Consultant and offers a variety of financial planning services, including portfolio management, pension consulting, and educational seminars.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
IA
05/06/2020 - Present
SPC (Fort Dodge IA)
IA
09/04/2009 - 12/15/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT DODGE IA)
IA
03/24/1992 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (FORT DODGE IA)
CA
02/12/1991 - 12/31/1991
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
11/16/1988 - 12/31/1991
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
10/21/1986 - 11/24/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 01/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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