Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lablance is an investment advisor representative with William Joseph Capital Management, Inc.. Mark has been in the industry for over 25 years and holds a Series 7 and Series 63 license. Mark is also a registered Investment Advisor in Florida, Illinois, Indiana, Michigan and Wisconsin. Mark's firm is based in Bristol, Connecticut and has a total of 13 licensed agents and 19 investment advisor representatives. The firm has 20 clients with approximately $270,208,397 in assets under management.
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.
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.
Selection of other advisers
1
2
FL
12/06/2024 - Present
William Joseph Capital Management, Inc. (Fort Myers FL)
IL
03/09/2015 - 06/08/2015
ROYAL ALLIANCE ASSOCIATES, INC. (NAPERVILLE IL)
IL
08/11/2011 - 06/05/2015
FIRST MIDWEST SECURITIES, INC. (NAPERVILLE IL)
IL
09/11/2009 - 08/24/2011
LPL FINANCIAL LLC (LISLE IL)
IL
01/05/1999 - 09/15/2009
ADVANCE CAPITAL SERVICES, INC. (LISLE IL)
MI
03/21/1997 - 11/11/1997
ADVANCE CAPITAL SERVICES, INC. (SOUTHFIELD MI)
MI
03/17/1994 - 03/22/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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