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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ligeski is a financial advisor with Edelman Financial Engines, a firm that provides financial planning, portfolio management and other services. Mark has been in the industry since 1997. Mark is registered as a Registered Investment Advisor in Arizona, Michigan and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
02/04/2021 - Present
Edelman Financial Engines (ROCHESTER MI)
MI
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TROY MI)
MI
07/08/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TROY MI)
IL
02/01/1999 - 09/20/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
06/13/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 11/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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