Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Calvin Gillelen is a financial advisor with over 30 years of experience in the industry. Mark currently works with LPL Financial LLC, a firm with over $50 billion in assets under management. Mark has a strong background in providing investment advice and financial planning services to a variety of clients, including individuals, families, businesses, and retirement plans. Mark has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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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CA
06/14/2021 - Present
LPL Financial LLC (REDWOOD CITY CA)
CA
05/23/2012 - 06/14/2021
FIRST ALLIED SECURITIES, INC. (REDWOOD SHORES CA)
CA
06/01/2009 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (BURLINGAME CA)
CA
03/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
CA
07/12/1999 - 03/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALO ALTO CA)
CA
11/07/1994 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
05/10/1991 - 11/17/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/07/1989 - 03/26/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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