Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Christopher Mueller is an investment advisor representative at D.a. Davidson & Co., with a focus on financial planning, pension consulting, and portfolio management for both individuals and businesses. Mark is a licensed investment advisor representative in the state of Nebraska. He has a strong track record of providing personalized financial advice to clients, helping them to reach 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.
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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NE
07/29/2016 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
12/16/2014 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
07/30/2013 - 12/01/2014
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
03/22/2004 - 01/02/2013
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
10/18/2002 - 03/08/2004
LEGENT CLEARING (OMAHA NE)
NE
06/25/2002 - 10/18/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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