Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Charles Keyser is an investment advisor representative currently working at Creative Planning. Mark has been working in the financial industry since 1993 and has an active Investment Advisor representative registration in Texas. Mark holds Series 7, Series 63, and Series 65 licenses. Mark is also a Registered Representative (RA) for the firm. Mark is experienced in working with various clients including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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KS
01/17/2023 - Present
Creative Planning (OVERLAND PARK KS)
CA
10/21/2005 - 06/12/2007
SECURITIES AMERICA, INC. (SAN FRANCISCO CA)
CA
11/11/2003 - 10/05/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
11/26/2002 - 10/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
08/27/2001 - 10/17/2002
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SAN FRANCISCO CA)
MA
07/17/2000 - 06/29/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
09/09/1993 - 07/28/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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