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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 Kaczmarek is an investment advisor representative with Cetera Investment Advisers LLC. Mark has been in the financial services industry since 2005 and is registered with the state of Florida as an investment advisor. He holds the Series 6, Series 63 and SIE licenses. Mark is a Chartered Financial Consultant. He is also affiliated with Sageview Advisory Group RIA. Mark has experience in various financial services roles, including working as a Vice President and Employee Benefits Practice Leader for Cottingham & Butler, and previously worked for Walnut Street Securities, Inc., Cetera Advisor Networks LLC and Cetera Investment Advisers LLC.
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.
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2
FL
04/07/2023 - Present
Cetera Investment Advisers LLC (WINTER PARK FL)
CA
05/25/2005 - 10/03/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 5/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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