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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 C. Heberger is an investment advisor representative at Stonex Advisors Inc. based in Birmingham, Alabama. Mark C. Heberger has been in the financial services industry since 1977 and has been registered with the SEC and FINRA for over 30 years. Mark has a comprehensive understanding of the financial markets and a wide range of investment products and services. Mark C. Heberger specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Mark is committed to providing clients with personalized advice and guidance to help them reach their financial goals. Mark C. Heberger has a strong reputation for integrity and professionalism and is dedicated to serving the needs of his 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.
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.
Financial consulting 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.
1
2
AL
03/19/2021 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NY
12/17/2008 - 09/12/2014
WRP INVESTMENTS, INC. (WEBSTER NY)
NY
07/20/2001 - 12/22/2008
EMPIRE FINANCIAL GROUP, INC. (WEBSTER NY)
GA
05/07/1997 - 07/20/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
FL
08/14/1990 - 05/09/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
NA
12/17/1987 - 08/14/1990
GLOBAL INVESTOR SECURITIES, INC.
NA
11/25/1977 - 12/21/1987
MUTUAL FUNDS ASSOCIATES INC.
IA
Issued 05/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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