Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Shoemaker is a financial advisor with over 30 years of experience in the financial industry. Mark is a registered representative of Mariner Independent and holds a Series 7, Series 63, Series 99TO, and SIE licenses. Prior to joining Mariner Independent, Mark was a registered representative with First Allied Securities, Inc. and InterFirst Capital Corporation. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mark is committed 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.
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
CA
04/20/2022 - Present
Mariner Independent (Poterville CA)
CA
02/11/2002 - 04/21/2022
FIRST ALLIED SECURITIES, INC. (PORTERVILLE CA)
CA
09/22/1993 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 09/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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