Unclaimed
Mark Chester Franczyk is a financial advisor who is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Mark has over 10 years of experience in the financial services industry. Mark holds the Series 7, 79, 63 and 65 securities licenses. Mark is also a Certified Financial Planner. Mark is dedicated to providing personalized financial advice to help clients achieve their financial goals. Mark has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Mark provides investment advisory services and financial planning services.
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.
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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2
TX
05/07/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
03/24/2010 - 02/14/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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