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 Steffen is a financial advisor in Indianapolis, Indiana and has been in the industry since October 31, 2012. Mark Steffen is currently registered with Oneamerica Securities, Inc. and is licensed to provide financial advice in all 50 states and the District of Columbia. Mark Steffen is a Series 66, Series 7 and SIE licensed advisor. In the past, Mark Steffen has been registered with JP Morgan Securities LLC and Morgan Stanley. Mark Steffen has specializations in 1, 2, 3, 4, 5 and 6.
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.
1
2
IN
09/06/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
10/28/2016 - 09/08/2017
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
09/14/2012 - 09/09/2016
MORGAN STANLEY (INDIANAPOLIS IN)
BOTH
Issued 10/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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