Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Delfs is a financial advisor with over 20 years of experience in the industry. Mark is a Chartered Financial Analyst and holds both Series 7 and Series 63 securities licenses. Mark is currently registered with Onedigital Investment Advisors and has previously been registered with Cambridge Investment Research, Inc., Calamos Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Smith Barney, Harris Upham & Co., Incorporated. Mark focuses on financial planning, pension consulting, and portfolio management.
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.
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.
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2
KS
10/17/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IA
02/05/2003 - 12/31/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IL
04/05/2002 - 11/20/2002
CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)
NY
10/19/1994 - 10/08/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/29/1992 - 11/03/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/21/1987 - 01/16/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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