Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mentasti is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has previously been registered with CHARLES SCHWAB & CO., INC., GWFS EQUITIES, INC., and JANUS DISTRIBUTORS, INC. Mark specializes in providing financial advice and portfolio management to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
04/15/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
08/10/2021 - 04/12/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
12/03/2020 - 07/12/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
05/02/2001 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
11/02/2000 - 02/13/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/10/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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