Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Lofgren is a financial advisor currently registered with Hightower Advisors, LLC. Mark has been in the industry since December 23, 1989. Mark specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. Mark is registered as an investment advisor representative in Florida.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
05/06/2011 - Present
Hightower Advisors, LLC (NAPLES FL)
FL
06/01/1992 - 03/23/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
NY
04/17/1989 - 09/06/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/17/1989 - 09/06/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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