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 Van drunen is a financial advisor who has been in the industry since 2000. Mark has been a registered representative of LPL Financial LLC and is currently a Registered Representative of MAI Capital Management, LLC. Mark has a background in providing financial advice to both individuals and businesses. Mark has received the Certified Financial Planner designation and has expertise in various financial planning areas including retirement planning, investment management, estate planning, and insurance. Mark is dedicated to helping clients 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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
OH
04/27/2021 - Present
MAI Capital Management, LLC (CLEVELAND OH)
OH
03/27/2007 - 04/06/2021
LPL FINANCIAL LLC (CLEVELAND OH)
CA
06/05/2000 - 06/29/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
BOTH
Issued 03/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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