Unclaimed
Mark Hullinger is an investment advisor representative associated with Northeast Financial Group, Inc.. Mark has been in the industry since 1996 and has worked for AXA Advisors, LLC, First Union Securities, Inc., First Union Capital Markets Corp. and First Clearing Corporation before joining Northeast Financial Group, Inc. in 2014. Mark has Series 7, 63, 65, and 66 licenses. Mark specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Northeast Financial Group, Inc. manages assets for high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, corporations, charitable organizations, and pooled investment vehicles. The firm's approximate assets under management are between $1 billion and $10 billion.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
02/26/2014 - Present
Northeast Financial Group, Inc. (ALLENTOWN PA)
NY
06/18/2001 - 06/18/2003
AXA ADVISORS, LLC (NEW YORK NY)
MO
10/01/1999 - 01/25/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/18/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MO
12/24/1996 - 06/02/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
IA
Issued 02/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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