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Mark D Lewis

Valmark Securities, Inc.

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About Mark D Lewis

Mark D. Lewis is a financial professional with over 15 years of experience in the securities industry. He is currently registered with Valmark Securities, Inc., a FINRA-registered broker-dealer. Mark's previous experience includes roles at John Hancock Distributors, Inc. and SunAmerica Securities, Inc. Mark holds a Series 6, Series 63, and SIE license. Mark is licensed in 46 states and the District of Columbia.

Firm Information

Mark Lewis is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mark Lewis’s Registration & Firm History

MN

11/05/2013 - Present

Valmark Securities, Inc. (MINNEAPOLIS MN)

MA

06/30/1997 - 12/17/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

AZ

03/22/1994 - 12/31/1996

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 11/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark D Lewis.
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