Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Knox is a financial advisor with over 35 years of experience in the industry. He has been registered with Lincoln Investment since 1984 and currently works with both Lincoln Investment and Capital Analysts. Mark has passed several industry exams including Series 6, 7, 24, and 63, demonstrating his expertise in investment products and services. He also holds the Certified Financial Planner designation. Mark specializes in helping individuals, corporations, charitable organizations, and pension and profit-sharing plans meet 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
04/07/2021 - Present
Lincoln Investment (HAUPPAUGE NY)
NY
03/13/1984 - 07/11/2017
LINCOLN INVESTMENT (HAUPPAUGE NY)
BC
Issued 03/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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