Unclaimed
Mark Keffer is a financial advisor with over 8 years of experience in the industry. Mark is currently registered with ISC Advisors, Inc., and is a registered representative with FINRA and a Registered Investment Advisor in 13 states. Mark has a strong background in financial planning, portfolio management, and pension consulting. Mark also provides educational seminars and publications for clients. Mark specializes in working with individuals, high-net-worth individuals, corporations, partnerships, trusts, charitable organizations, and pension and profit-sharing plans. Mark is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
TX
05/03/2016 - Present
ISC Advisors, Inc. (DALLAS TX)
TX
06/17/2014 - 05/03/2016
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
BOTH
Issued 07/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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