Unclaimed
Mark Douglas Diver is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Mark has been in the financial services industry for over 9 years and is registered with the state of Georgia and Maryland. He is also licensed to provide investment advice in other states, including California, Delaware, Florida, Maryland, and Michigan. Mark specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. In addition to financial planning, he also provides portfolio management, educational seminars, and market timing services. Mark is committed to 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
08/02/2022 - Present
Cambridge Investment Research Advisors, Inc. (Alpharetta GA)
BOTH
Issued 05/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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