Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Whittaker is a financial advisor currently working for Trek Financial, a registered investment advisor based in Scottsdale, Arizona. Mark has been in the industry for over 18 years and has a wide range of experience working with individuals, families, businesses, and charitable organizations. Mark holds both Series 6 and Series 7 licenses and has a Personal Financial Specialist (PFS) designation. In addition to his work as a financial advisor, Mark is also a partner at Eide Bailly LLP, where he provides tax preparation, accounting, and bookkeeping services. Mark is passionate about helping his 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
AZ
06/22/2020 - Present
Trek Financial (SCOTTSDALE AZ)
UT
02/09/2018 - 07/23/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (OREM UT)
UT
05/07/2015 - 02/13/2018
WORLD EQUITY GROUP, INC. (Orem UT)
UT
06/01/2005 - 05/15/2015
AXA ADVISORS, LLC (OREM UT)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/16/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 05/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Mark Whittaker is the right advisor for you? Invested Better is here to help.
